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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

MCD holding history

McDonalds Corp in every 13F filed by Retirement Group, 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 Q1 2024 holdings

Shares (Q1 2024)
332
Value
$93.6K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of MCD by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024332$93.6K<0.1%+66+24.8%AddedHolders
Q4 2023266$78.9K<0.1%+140+111.1%AddedHolders
Q3 2023126$33.2K<0.1%−7−5.3%ReducedHolders
Q2 2023133$39.7K<0.1%00.0%UnchangedHolders
Q1 2023133$37.0K<0.1%−7−5.0%ReducedHolders
Q4 2022140$37.0K<0.1%+140NewHolders
Q3 20220$00.0%−228−100.0%Sold outHolders
Q2 2022228$56.0K<0.1%−2−0.9%ReducedHolders
Q1 2022230$57.0K<0.1%+27+13.3%AddedHolders
Q4 2021203$54.0K<0.1%+78+62.4%AddedHolders
Q3 2021125$30.0K<0.1%00.0%UnchangedHolders
Q2 2021125$29.0K<0.1%−184−59.5%ReducedHolders
Q1 2021309$69.0K<0.1%––Holders

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