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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

MCD holding history

McDonalds Corp in every 13F filed by Avion Wealth, 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)
815
Value
$220.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026815$220.0K<0.1%+19+2.4%AddedHolders
Q1 2026796$247.0K0.1%+152+23.6%AddedHolders
Q4 2025644$196.0K<0.1%−220−25.5%ReducedHolders
Q3 2025864$262.0K0.1%+22+2.6%AddedHolders
Q2 2025842$246.0K0.1%+161+23.6%AddedHolders
Q1 2025681$197.0K0.1%+74+12.2%AddedHolders
Q4 2024607$175.0K<0.1%+210+52.9%AddedHolders
Q3 2024397$120.0K<0.1%+14+3.7%AddedHolders
Q2 2024383$97.0K<0.1%−3−0.8%ReducedHolders
Q1 2024386$109.0K<0.1%+1+0.3%AddedHolders
Q4 2023385$114.0K<0.1%+15+4.1%AddedHolders
Q3 2023370$96.0K<0.1%+1+0.3%AddedHolders
Q2 2023369$109.0K<0.1%+101+37.7%AddedHolders
Q1 2023268$70.0K<0.1%+6+2.3%AddedHolders
Q4 2022262$60.0K<0.1%00.0%UnchangedHolders
Q3 2022262$60.0K<0.1%00.0%UnchangedHolders
Q2 2022262$65.0K<0.1%00.0%UnchangedHolders
Q1 2022262$65.0K<0.1%00.0%UnchangedHolders
Q4 2021262$70.0K<0.1%−61−18.9%ReducedHolders
Q3 2021323$78.0K<0.1%+1+0.3%AddedHolders
Q2 2021322$74.0K<0.1%00.0%UnchangedHolders
Q1 2021322$72.0K<0.1%––Holders

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