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SlateStone Wealth, LLC

SEC CIK
0001764049
Latest filing
Jul 20, 2026

MCD holding history

McDonalds Corp in every 13F filed by SlateStone Wealth, 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)
16,596
Value
$4.49M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MCD by SlateStone Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,596$4.49M0.3%−47−0.3%ReducedHolders
Q1 202616,643$5.17M0.4%+729+4.6%AddedHolders
Q4 202515,914$4.86M0.4%+255+1.6%AddedHolders
Q3 202515,659$4.76M0.4%00.0%UnchangedHolders
Q2 202515,659$4.58M0.4%+187+1.2%AddedHolders
Q1 202515,472$4.83M0.5%+182+1.2%AddedHolders
Q4 202415,290$4.43M0.4%+783+5.4%AddedHolders
Q3 202414,507$4.42M0.4%−3,878−21.1%ReducedHolders
Q2 202418,385$4.68M0.5%+2,371+14.8%AddedHolders
Q1 202416,014$4.51M0.5%+2,698+20.3%AddedHolders
Q4 202313,316$3.95M0.5%−1,077−7.5%ReducedHolders
Q3 202314,393$3.79M0.6%+5,900+69.5%AddedHolders
Q2 20238,493$2.54M0.5%−168−1.9%ReducedHolders
Q1 20238,661$2.42M0.5%+2,168+33.4%AddedHolders
Q4 20226,493$1.71M0.4%+718+12.4%AddedHolders
Q3 20225,775$1.33M0.4%−2,228−27.8%ReducedHolders
Q2 20228,003$1.98M0.5%−1,999−20.0%ReducedHolders
Q1 202210,002$2.47M0.6%+528+5.6%AddedHolders
Q4 20219,474$2.54M0.5%+51+0.5%AddedHolders
Q3 20219,423$2.27M0.5%−496−5.0%ReducedHolders
Q2 20219,919$2.29M0.5%−34−0.3%ReducedHolders
Q1 20219,953$2.23M0.6%––Holders

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