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Livermore
Livermore
ZHEN

Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

MCD holding history

McDonalds Corp in every 13F filed by Arbor Trust 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)
6,105
Value
$1.65M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of MCD by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,105$1.65M0.7%+37+0.6%AddedHolders
Q1 20266,068$1.89M0.8%−400−6.2%ReducedHolders
Q4 20256,468$1.98M0.9%00.0%UnchangedHolders
Q3 20256,468$1.97M0.9%−10.0%ReducedHolders
Q2 20256,469$1.89M0.9%−386−5.6%ReducedHolders
Q1 20256,855$2.14M1.0%−85−1.2%ReducedHolders
Q4 20246,940$2.01M0.9%−45−0.6%ReducedHolders
Q3 20246,985$1.78M0.9%00.0%UnchangedHolders
Q2 20246,985$1.78M0.9%−115−1.6%ReducedHolders
Q1 20247,100$1.91M1.0%+103+1.5%AddedHolders
Q4 20236,997$2.07M1.2%00.0%UnchangedHolders
Q3 20236,997$1.84M1.2%+17+0.2%AddedHolders
Q2 20236,980$2.08M1.3%−20.0%ReducedHolders
Q1 20236,982$1.95M1.3%−86−1.2%ReducedHolders
Q4 20227,068$1.86M1.3%+68+1.0%AddedHolders
Q3 20227,000$1.62M1.2%−300−4.1%ReducedHolders
Q2 20227,300$1.80M1.3%+440+6.4%AddedHolders
Q1 20226,860$1.70M1.0%−600−8.0%ReducedHolders
Q4 20217,460$2.00M1.2%+50+0.7%AddedHolders
Q3 20217,410$1.79M1.1%−50−0.7%ReducedHolders
Q2 20217,460$1.72M1.1%+210+2.9%AddedHolders
Q1 20217,250$1.62M1.1%––Holders

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