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Livermore
Livermore
ZHEN

Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

MCD holding history

McDonalds Corp in every 13F filed by Western Wealth Management, 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)
21,643
Value
$5.85M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of MCD by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,643$5.85M0.2%−64−0.3%ReducedHolders
Q1 202621,707$6.75M0.3%+2,991+16.0%AddedHolders
Q4 202518,716$5.72M0.3%+38+0.2%AddedHolders
Q3 202518,678$5.68M0.3%+453+2.5%AddedHolders
Q2 202518,225$5.32M0.3%+143+0.8%AddedHolders
Q1 202518,082$5.65M0.4%−2,621−12.7%ReducedHolders
Q4 202420,703$6.00M0.3%+703+3.5%AddedHolders
Q3 202420,000$6.09M0.3%+3,103+18.4%AddedHolders
Q2 202416,897$4.31M0.3%−2,411−12.5%ReducedHolders
Q1 202419,308$5.44M0.4%+3,729+23.9%AddedHolders
Q4 202315,579$4.62M0.3%+81+0.5%AddedHolders
Q3 202315,498$4.08M0.3%−531−3.3%ReducedHolders
Q2 202316,029$4.78M0.4%−74−0.5%ReducedHolders
Q1 202316,103$4.50M0.4%+511+3.3%AddedHolders
Q4 202215,592$4.11M0.4%−12,684−44.9%ReducedHolders
Q3 202228,276$6.60M0.4%+4,259+17.7%AddedHolders
Q2 202224,017$5.93M0.3%−3,059−11.3%ReducedHolders
Q1 202227,076$6.70M0.3%+13,035+92.8%AddedHolders
Q4 202114,041$3.76M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202114,469$3.34M0.3%+1,279+9.7%AddedHolders
Q1 202113,190$2.96M0.4%––Holders

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