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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

MCD holding history

McDonalds Corp in every 13F filed by CM Wealth Advisors 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)
943
Value
$254.9K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of MCD by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026943$254.9K<0.1%−1,888−66.7%ReducedHolders
Q1 20262,831$879.8K0.2%00.0%UnchangedHolders
Q4 20252,831$865.2K0.2%+406+16.7%AddedHolders
Q3 20252,425$736.9K0.2%00.0%UnchangedHolders
Q2 20252,425$708.5K0.2%−104−4.1%ReducedHolders
Q1 20252,529$790.0K0.3%00.0%UnchangedHolders
Q4 20242,529$733.1K0.2%00.0%UnchangedHolders
Q3 20242,529$770.1K0.2%00.0%UnchangedHolders
Q2 20242,529$644.5K0.3%+1,215+92.5%AddedHolders
Q1 20241,314$351.5K0.1%−852−39.3%ReducedHolders
Q4 20232,166$642.2K0.3%00.0%UnchangedHolders
Q3 20232,166$588.0K0.2%−200−8.5%ReducedHolders
Q2 20232,366$695.7K0.2%+177+8.1%AddedHolders
Q1 20232,189$635.0K0.1%+23+1.1%AddedHolders
Q4 20222,166$570.8K0.3%00.0%UnchangedHolders
Q3 20222,166$499.8K0.3%−15−0.7%ReducedHolders
Q2 20222,181$538.4K0.3%–No prior filingHolders