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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

MCD holding history

McDonalds Corp in every 13F filed by Secure Asset 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)
16,379
Value
$4.43M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of MCD by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,379$4.43M0.6%+1,634+11.1%AddedHolders
Q1 202614,745$4.58M0.7%+150+1.0%AddedHolders
Q4 202514,595$4.46M0.7%+626+4.5%AddedHolders
Q3 202513,969$4.20M0.7%+4,002+40.2%AddedHolders
Q2 20259,967$2.91M0.5%+291+3.0%AddedHolders
Q1 20259,676$3.02M0.6%+2,156+28.7%AddedHolders
Q4 20247,520$2.18M0.3%+223+3.1%AddedHolders
Q3 20247,297$2.22M0.4%+264+3.8%AddedHolders
Q2 20247,033$1.79M0.3%+674+10.6%AddedHolders
Q1 20246,359$1.79M0.4%+694+12.3%AddedHolders
Q4 20235,665$1.68M0.5%−364−6.0%ReducedHolders
Q3 20236,029$1.59M0.5%+477+8.6%AddedHolders
Q2 20235,552$1.66M0.5%+315+6.0%AddedHolders
Q1 20235,237$1.46M0.5%+230+4.6%AddedHolders
Q4 20225,007$1.32M0.5%+1,681+50.5%AddedHolders
Q3 20223,326$768.0K0.4%−16−0.5%ReducedHolders
Q2 20223,342$825.0K0.5%+57+1.7%AddedHolders
Q1 20223,285$812.0K0.4%−118−3.5%ReducedHolders
Q4 20213,403$912.0K0.4%+28+0.8%AddedHolders
Q3 20213,375$814.0K0.4%+70+2.1%AddedHolders
Q2 20213,305$763.0K0.4%+402+13.8%AddedHolders
Q1 20212,903$651.0K0.4%––Holders

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