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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

MCD holding history

McDonalds Corp in every 13F filed by ERTS 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of MCD by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−676−100.0%Sold outHolders
Q2 2023676$201.7K<0.1%+676NewHolders
Q2 20220$00.0%−863−100.0%Sold outHolders
Q1 2022863$213.0K0.1%−265−23.5%ReducedHolders
Q4 20211,128$301.0K0.1%−1−0.1%ReducedHolders
Q3 20211,129$272.0K0.1%+12+1.1%AddedHolders
Q2 20211,117$258.0K0.1%−154−12.1%ReducedHolders
Q1 20211,271$285.0K0.1%––Holders

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