AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by AE 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 overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 357,206
Value: $96.6M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of MCD by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	357,206	$96.6M	0.5%	+12,420+3.6%	Added	Holders
Q1 2026	344,786	$107.2M	0.6%	+59,593+20.9%	Added	Holders
Q4 2025	285,193	$87.2M	0.5%	−31,748−10.0%	Reduced	Holders
Q3 2025	316,941	$96.3M	0.6%	+36,277+12.9%	Added	Holders
Q2 2025	280,664	$82.0M	0.6%	+13,627+5.1%	Added	Holders
Q1 2025	267,037	$83.4M	0.7%	+18,998+7.7%	Added	Holders
Q4 2024	248,039	$71.9M	0.6%	+25,160+11.3%	Added	Holders
Q3 2024	222,879	$67.9M	0.6%	+1,761+0.8%	Added	Holders
Q2 2024	221,118	$56.3M	0.6%	+47,532+27.4%	Added	Holders
Q1 2024	173,586	$48.9M	0.6%	−54,593−23.9%	Reduced	Holders
Q4 2023	228,179	$66.7M	0.3%	+30,895+15.7%	Added	Holders
Q3 2023	197,284	$52.0M	0.3%	+20,663+11.7%	Added	Holders
Q2 2023	176,621	$52.7M	0.3%	−905−0.5%	Reduced	Holders
Q1 2023	177,526	$49.6M	0.3%	+65,765+58.8%	Added	Holders
Q4 2022	111,761	$29.5M	0.2%	+13,200+13.4%	Added	Holders
Q3 2022	98,561	$22.7M	0.2%	−18,140−15.5%	Reduced	Holders
Q2 2022	116,701	$28.8M	0.2%	+11,031+10.4%	Added	Holders
Q1 2022	105,670	$26.1M	0.2%	+3,151+3.1%	Added	Holders
Q4 2021	102,519	$27.5M	0.2%	+10,244+11.1%	Added	Holders
Q3 2021	92,275	$22.2M	0.2%	+6,743+7.9%	Added	Holders
Q2 2021	85,532	$19.8M	0.2%	+1,623+1.9%	Added	Holders
Q1 2021	83,909	$18.8M	0.2%	–	–	Holders

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