Skip to main content

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

MCD holding history

McDonalds Corp in every 13F filed by XML Financial, 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)
7,130
Value
$1.93M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,130$1.93M0.1%−257−3.5%ReducedHolders
Q1 20267,387$2.30M0.2%−64−0.9%ReducedHolders
Q4 20257,451$2.28M0.2%−209−2.7%ReducedHolders
Q3 20257,660$2.33M0.2%−61−0.8%ReducedHolders
Q2 20257,721$2.26M0.2%+810+11.7%AddedHolders
Q1 20256,911$2.16M0.2%+107+1.6%AddedHolders
Q4 20246,804$1.97M0.2%+55+0.8%AddedHolders
Q3 20246,749$2.06M0.2%−203−2.9%ReducedHolders
Q2 20246,952$1.77M0.2%−170−2.4%ReducedHolders
Q1 20247,122$2.01M0.2%−202−2.8%ReducedHolders
Q4 20237,324$2.17M0.2%+237+3.3%AddedHolders
Q3 20237,087$1.87M0.2%+93+1.3%AddedHolders
Q2 20236,994$2.09M0.2%−31−0.4%ReducedHolders
Q1 20237,025$1.96M0.2%+61+0.9%AddedHolders
Q4 20226,964$1.84M0.2%+1,316+23.3%AddedHolders
Q3 20225,648$1.30M0.2%+683+13.8%AddedHolders
Q2 20224,965$1.23M0.3%−682−12.1%ReducedHolders
Q1 20225,647$1.40M0.2%+105+1.9%AddedHolders
Q4 20215,542$1.49M0.2%+24+0.4%AddedHolders
Q3 20215,518$1.33M0.2%+644+13.2%AddedHolders
Q2 20214,874$1.13M0.2%−462−8.7%ReducedHolders
Q1 20215,336$1.20M0.3%––Holders

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