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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

MCD holding history

McDonalds Corp in every 13F filed by Aries Wealth Management, 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)
5,802
Value
$1.57M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of MCD by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,802$1.57M0.3%−20.0%ReducedHolders
Q1 20265,804$1.80M0.4%00.0%UnchangedHolders
Q4 20255,804$1.77M0.4%+64+1.1%AddedHolders
Q3 20255,740$1.74M0.4%00.0%UnchangedHolders
Q2 20255,740$1.68M0.4%−414−6.7%ReducedHolders
Q1 20256,154$1.92M0.5%+444+7.8%AddedHolders
Q4 20245,710$1.66M0.5%+31+0.5%AddedHolders
Q3 20245,679$1.73M0.5%−501−8.1%ReducedHolders
Q2 20246,180$1.57M0.5%+29+0.5%AddedHolders
Q1 20246,151$1.73M0.6%−48−0.8%ReducedHolders
Q4 20236,199$1.84M0.7%−233−3.6%ReducedHolders
Q3 20236,432$1.61M0.6%+417+6.9%AddedHolders
Q2 20236,015$1.79M0.7%−168−2.7%ReducedHolders
Q1 20236,183$1.73M0.7%−84−1.3%ReducedHolders
Q4 20226,267$1.65M0.7%+157+2.6%AddedHolders
Q3 20226,110$1.67M0.7%+242+4.1%AddedHolders
Q2 20225,868$1.45M0.7%+5,868NewHolders
Q1 20220$00.0%−5,878−100.0%Sold outHolders
Q4 20215,878$1.58M0.6%+40+0.7%AddedHolders
Q3 20215,838$1.41M0.6%−4−0.1%ReducedHolders
Q2 20215,842$1.35M0.6%+99+1.7%AddedHolders
Q1 20215,743$1.32M0.6%––Holders

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