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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

MCD holding history

McDonalds Corp in every 13F filed by Northwest Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
954
Value
$257.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026954$257.9K<0.1%+4+0.4%AddedHolders
Q1 2026950$295.1K<0.1%+2+0.2%AddedHolders
Q4 2025948$289.6K<0.1%−80−7.8%ReducedHolders
Q3 20251,028$312.2K0.1%−106−9.3%ReducedHolders
Q2 20251,134$331.5K0.1%+4+0.4%AddedHolders
Q1 20251,130$353.1K0.1%+4+0.4%AddedHolders
Q4 20241,126$326.5K0.1%−1−0.1%ReducedHolders
Q3 20241,127$343.3K0.1%+5+0.4%AddedHolders
Q2 20241,122$286.0K0.1%+9+0.8%AddedHolders
Q1 20241,113$313.8K0.1%+4+0.4%AddedHolders
Q4 20231,109$328.8K0.1%+110+11.0%AddedHolders
Q3 2023999$263.2K0.1%+3+0.3%AddedHolders
Q2 2023996$297.2K0.1%+10+1.0%AddedHolders
Q1 2023986$275.8K0.1%+30+3.1%AddedHolders
Q4 2022956$251.8K0.1%−27−2.7%ReducedHolders
Q3 2022983$227.0K0.1%+9+0.9%AddedHolders
Q2 2022974$240.0K0.1%+14+1.5%AddedHolders
Q1 2022960$237.0K0.1%+16+1.7%AddedHolders
Q4 2021944$253.0K0.1%−18−1.9%ReducedHolders
Q3 2021962$232.0K0.1%+3+0.3%AddedHolders
Q2 2021959$222.0K0.1%+3+0.3%AddedHolders
Q1 2021956$214.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.