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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

MCD holding history

McDonalds Corp in every 13F filed by Arkadios Wealth Advisors, 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)
31,766
Value
$8.59M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,766$8.59M0.1%−3,529−10.0%ReducedHolders
Q1 202635,295$11.0M0.2%+2,456+7.5%AddedHolders
Q4 202532,839$10.0M0.2%+5,677+20.9%AddedHolders
Q3 202527,162$8.25M0.2%+3,599+15.3%AddedHolders
Q2 202523,563$6.88M0.2%+1,346+6.1%AddedHolders
Q1 202522,217$6.94M0.3%+10,193+84.8%AddedHolders
Q4 202412,024$3.49M0.2%−1,825−13.2%ReducedHolders
Q3 202413,849$4.22M0.2%+2,555+22.6%AddedHolders
Q2 202411,294$2.88M0.2%+186+1.7%AddedHolders
Q1 202411,108$3.13M0.2%−555−4.8%ReducedHolders
Q4 202311,663$3.46M0.3%+138+1.2%AddedHolders
Q3 202311,525$3.04M0.3%+3,464+43.0%AddedHolders
Q2 20238,061$2.41M0.3%−46−0.6%ReducedHolders
Q1 20238,107$2.27M0.3%+314+4.0%AddedHolders
Q4 20227,793$2.05M0.3%−3,841−33.0%ReducedHolders
Q3 202211,634$2.68M0.4%+1,543+15.3%AddedHolders
Q2 202210,091$2.49M0.4%+1,739+20.8%AddedHolders
Q1 20228,352$2.06M0.3%+1,275+18.0%AddedHolders
Q4 20217,077$1.90M0.3%+111+1.6%AddedHolders
Q3 20216,966$1.68M0.2%−433−5.9%ReducedHolders
Q2 20217,399$1.71M0.2%+4,153+127.9%AddedHolders
Q1 20213,246$727.0K0.1%––Holders

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