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Livermore
Livermore
ZHEN

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

MCD holding history

McDonalds Corp in every 13F filed by LWM Advisory Services, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of MCD by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,600−100.0%Sold outHolders
Q3 20251,600$484.6K0.3%−130−7.5%ReducedHolders
Q2 20251,730$505.7K0.3%−110−6.0%ReducedHolders
Q1 20251,840$575.5K0.4%00.0%UnchangedHolders
Q4 20241,840$534.6K0.4%00.0%UnchangedHolders
Q3 20241,840$560.2K0.4%+479+35.2%AddedHolders
Q2 20241,361$346.9K0.3%−447−24.7%ReducedHolders
Q1 20241,808$509.8K0.4%−52−2.8%ReducedHolders
Q4 20231,860$551.4K0.5%+11+0.6%AddedHolders
Q3 20231,849$484.5K0.5%+34+1.9%AddedHolders
Q2 20231,815$538.7K0.6%−9−0.5%ReducedHolders
Q1 20231,824$511.2K0.5%+21+1.2%AddedHolders
Q4 20221,803$477.6K0.5%−609−25.2%ReducedHolders
Q3 20222,412$576.0K0.7%+250+11.6%AddedHolders
Q2 20222,162$536.0K0.6%+814+60.4%AddedHolders
Q1 20221,348$334.0K0.4%+143+11.9%AddedHolders
Q4 20211,205$323.0K0.4%–No prior filingHolders