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Livermore
Livermore
ZHEN

Provident Wealth Management, LLC

SEC CIK
0001799797
Latest filing
Aug 4, 2026

MCD holding history

McDonalds Corp in every 13F filed by Provident 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)
965
Value
$260.8K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of MCD by Provident Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026965$260.8K0.1%−7−0.7%ReducedHolders
Q1 2026972$302.1K0.1%00.0%UnchangedHolders
Q4 2025972$297.1K0.1%00.0%UnchangedHolders
Q3 2025972$295.4K0.1%−13−1.3%ReducedHolders
Q2 2025985$287.8K0.1%−20−2.0%ReducedHolders
Q1 20251,005$313.9K0.1%+20+2.0%AddedHolders
Q4 2024985$285.5K0.1%+20+2.1%AddedHolders
Q3 2024965$293.9K0.1%00.0%UnchangedHolders
Q2 2024965$245.9K0.1%−32−3.2%ReducedHolders
Q1 2024997$281.1K0.1%+32+3.3%AddedHolders
Q4 2023965$286.1K0.1%00.0%UnchangedHolders
Q3 2023965$254.2K0.1%00.0%UnchangedHolders
Q2 2023965$288.0K0.1%−2−0.2%ReducedHolders
Q1 2023967$270.4K0.1%+75+8.4%AddedHolders
Q4 2022892$235.1K0.1%−2−0.2%ReducedHolders
Q3 2022894$206.0K0.1%00.0%UnchangedHolders
Q2 2022894$221.0K0.1%−12−1.3%ReducedHolders
Q1 2022906$224.0K0.1%+29+3.3%AddedHolders
Q4 2021877$235.0K0.2%00.0%UnchangedHolders
Q3 2021877$211.0K0.2%00.0%UnchangedHolders
Q2 2021877$203.0K0.2%+877NewHolders