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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

MCD holding history

McDonalds Corp in every 13F filed by Live Oak Private Wealth 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)
3,707
Value
$1.00M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,707$1.00M0.1%−4−0.1%ReducedHolders
Q1 20263,711$1.15M0.2%+543+17.1%AddedHolders
Q4 20253,168$968.2K0.1%00.0%UnchangedHolders
Q3 20253,168$962.7K0.1%00.0%UnchangedHolders
Q2 20253,168$925.6K0.1%−49−1.5%ReducedHolders
Q1 20253,217$1.00M0.2%−29−0.9%ReducedHolders
Q4 20243,246$941.0K0.2%+17+0.5%AddedHolders
Q3 20243,229$983.3K0.2%00.0%UnchangedHolders
Q2 20243,229$822.9K0.1%+13+0.4%AddedHolders
Q1 20243,216$906.8K0.2%−4−0.1%ReducedHolders
Q4 20233,220$954.8K0.2%+30+0.9%AddedHolders
Q3 20233,190$840.4K0.2%−32−1.0%ReducedHolders
Q2 20233,222$961.5K0.2%+58+1.8%AddedHolders
Q1 20233,164$884.7K0.2%+104+3.4%AddedHolders
Q4 20223,060$806.4K0.2%00.0%UnchangedHolders
Q3 20223,060$706.0K0.2%00.0%UnchangedHolders
Q2 20223,060$755.0K0.2%+617+25.3%AddedHolders
Q1 20222,443$604.0K0.1%+1,100+81.9%AddedHolders
Q4 20211,343$360.0K0.1%00.0%UnchangedHolders
Q3 20211,343$324.0K0.1%+372+38.3%AddedHolders
Q2 2021971$224.0K<0.1%00.0%UnchangedHolders
Q1 2021971$218.0K0.1%––Holders

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