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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

MCD holding history

McDonalds Corp in every 13F filed by SkyOak 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)
6,647
Value
$1.80M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MCD by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,647$1.80M0.3%00.0%UnchangedHolders
Q1 20266,647$2.07M0.4%−11−0.2%ReducedHolders
Q4 20256,658$2.03M0.4%−68−1.0%ReducedHolders
Q3 20256,726$2.04M0.4%−37−0.5%ReducedHolders
Q2 20256,763$1.98M0.4%+35+0.5%AddedHolders
Q1 20256,728$2.10M0.5%+56+0.8%AddedHolders
Q4 20246,672$1.93M0.4%−8−0.1%ReducedHolders
Q3 20246,680$2.03M0.5%−70−1.0%ReducedHolders
Q2 20246,750$1.72M0.4%+177+2.7%AddedHolders
Q1 20246,573$1.85M0.4%−82−1.2%ReducedHolders
Q4 20236,655$1.97M0.5%−129−1.9%ReducedHolders
Q3 20236,784$1.79M0.5%−81−1.2%ReducedHolders
Q2 20236,865$2.05M0.6%+73+1.1%AddedHolders
Q1 20236,792$1.90M0.6%+15+0.2%AddedHolders
Q4 20226,777$1.79M0.6%+100+1.5%AddedHolders
Q3 20226,677$1.54M0.6%+20.0%AddedHolders
Q2 20226,675$1.65M0.6%−49−0.7%ReducedHolders
Q1 20226,724$1.66M0.5%−10−0.1%ReducedHolders
Q4 20216,734$1.80M0.5%00.0%UnchangedHolders
Q3 20216,734$1.62M0.4%+10.0%AddedHolders
Q2 20216,733$1.55M0.4%00.0%UnchangedHolders
Q1 20216,733$1.56M0.4%––Holders

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