Skip to main content

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

MCD holding history

McDonalds Corp in every 13F filed by Outlook 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of MCD by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−724−100.0%Sold outHolders
Q1 2024724$204.3K0.1%+1+0.1%AddedHolders
Q4 2023723$214.4K0.1%+723NewHolders
Q3 20230$00.0%−721−100.0%Sold outHolders
Q2 2023721$215.1K0.1%+721NewHolders
Q2 20220$00.0%−2,160−100.0%Sold outHolders
Q1 20222,160$534.0K0.2%+25+1.2%AddedHolders
Q4 20212,135$572.0K0.2%+45+2.2%AddedHolders
Q3 20212,090$504.0K0.2%+38+1.9%AddedHolders
Q2 20212,052$474.0K0.2%+137+7.2%AddedHolders
Q1 20211,915$429.0K0.1%––Holders

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