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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

MCD holding history

McDonalds Corp in every 13F filed by Mascoma 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)
630
Value
$170.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026630$170.3K<0.1%−24−3.7%ReducedHolders
Q1 2026654$203.3K<0.1%00.0%UnchangedHolders
Q4 2025654$199.9K<0.1%00.0%UnchangedHolders
Q3 2025654$198.7K<0.1%−41−5.9%ReducedHolders
Q2 2025695$203.1K<0.1%00.0%UnchangedHolders
Q1 2025695$217.1K0.1%00.0%UnchangedHolders
Q4 2024695$201.5K0.1%00.0%UnchangedHolders
Q3 2024695$211.6K0.1%00.0%UnchangedHolders
Q2 2024695$177.1K<0.1%−135−16.3%ReducedHolders
Q1 2024830$234.0K0.1%−13−1.5%ReducedHolders
Q4 2023843$250.0K0.1%00.0%UnchangedHolders
Q3 2023843$222.1K0.1%+153+22.2%AddedHolders
Q2 2023690$199.8K0.1%−58−7.8%ReducedHolders
Q1 2023748$221.2K0.1%00.0%UnchangedHolders
Q4 2022748$197.1K0.1%−350−31.9%ReducedHolders
Q3 20221,098$253.0K0.1%00.0%UnchangedHolders
Q2 20221,098$271.0K0.1%+35+3.3%AddedHolders
Q1 20221,063$263.0K0.1%+54+5.4%AddedHolders
Q4 20211,009$270.0K0.1%00.0%UnchangedHolders
Q3 20211,009$243.0K0.1%+122+13.8%AddedHolders
Q2 2021887$205.0K0.1%+87+10.9%AddedHolders
Q1 2021800$179.0K0.1%––Holders

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