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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

MCD holding history

McDonalds Corp in every 13F filed by Wagner 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)
892
Value
$241.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MCD by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026892$241.1K<0.1%−196−18.0%ReducedHolders
Q1 20261,088$338.2K0.1%+2+0.2%AddedHolders
Q4 20251,086$331.8K0.1%+266+32.4%AddedHolders
Q3 2025820$249.1K0.1%+3+0.4%AddedHolders
Q2 2025817$238.7K0.1%+3+0.4%AddedHolders
Q1 2025814$254.3K0.1%+3+0.4%AddedHolders
Q4 2024811$235.2K0.1%+2+0.2%AddedHolders
Q3 2024809$246.2K0.1%−104−11.4%ReducedHolders
Q2 2024913$232.6K0.1%+2+0.2%AddedHolders
Q1 2024911$256.8K0.1%+5+0.6%AddedHolders
Q4 2023906$268.7K0.1%+38+4.4%AddedHolders
Q3 2023868$228.6K0.1%+2+0.2%AddedHolders
Q2 2023866$258.6K0.1%+1+0.1%AddedHolders
Q1 2023865$242.0K0.1%+865NewHolders
Q4 20220$00.0%−561−100.0%Sold outHolders
Q3 2022561$129.0K0.1%−6−1.1%ReducedHolders
Q2 2022567$140.0K0.1%+567NewHolders
Q1 20220$00.0%−408−100.0%Sold outHolders
Q4 2021408$109.0K0.1%+41+11.2%AddedHolders
Q3 2021367$90.0K0.1%00.0%UnchangedHolders
Q2 2021367$85.0K0.1%00.0%UnchangedHolders
Q1 2021367$82.0K0.1%––Holders

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