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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

MCD holding history

McDonalds Corp in every 13F filed by CX Institutional, 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)
39,602
Value
$10.7M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MCD by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,602$10.7M0.3%+1,334+3.5%AddedHolders
Q1 202638,268$11.9M0.4%+1,793+4.9%AddedHolders
Q4 202536,475$11.1M0.3%+1,969+5.7%AddedHolders
Q3 202534,506$10.5M0.3%+21,838+172.4%AddedHolders
Q2 202512,668$3.70M0.1%−16,466−56.5%ReducedHolders
Q1 202529,134$9.10M0.3%−34−0.1%ReducedHolders
Q4 202429,168$8.46M0.3%+2,128+7.9%AddedHolders
Q3 202427,040$8.23M0.4%+10,733+65.8%AddedHolders
Q2 202416,307$4.16M0.2%−1,483−8.3%ReducedHolders
Q1 202417,790$5.02M0.2%+10,344+138.9%AddedHolders
Q4 20237,446$2.21M0.1%−578−7.2%ReducedHolders
Q3 20238,024$2.11M0.1%+76+1.0%AddedHolders
Q2 20237,948$2.37M0.1%−63−0.8%ReducedHolders
Q1 20238,011$2.26M0.1%−12,807−61.5%ReducedHolders
Q4 202220,818$5.49M0.3%+14,542+231.7%AddedHolders
Q3 20226,276$1.45M0.1%−2,889−31.5%ReducedHolders
Q2 20229,165$2.26M0.2%+1,685+22.5%AddedHolders
Q1 20227,480$1.85M0.1%−10,560−58.5%ReducedHolders
Q4 202118,040$4.84M0.4%+6,311+53.8%AddedHolders
Q3 202111,729$2.83M0.2%+6,467+122.9%AddedHolders
Q2 20215,262$1.22M0.1%+232+4.6%AddedHolders
Q1 20215,030$1.13M0.1%––Holders

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