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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

MCD holding history

McDonalds Corp in every 13F filed by One Charles Private Wealth Services, 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)
1,628
Value
$440.1K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of MCD by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,628$440.1K0.1%−236−12.7%ReducedHolders
Q1 20261,864$579.2K0.1%00.0%UnchangedHolders
Q4 20251,864$569.8K0.1%−2−0.1%ReducedHolders
Q3 20251,866$567.0K0.1%+9+0.5%AddedHolders
Q2 20251,857$542.6K0.2%−205−9.9%ReducedHolders
Q1 20252,062$644.0K0.2%+183+9.7%AddedHolders
Q4 20241,879$544.8K0.2%−9−0.5%ReducedHolders
Q3 20241,888$574.9K0.2%−52−2.7%ReducedHolders
Q2 20241,940$494.5K0.2%00.0%UnchangedHolders
Q1 20241,940$546.9K0.2%+99+5.4%AddedHolders
Q4 20231,841$546.0K0.3%−56−3.0%ReducedHolders
Q3 20231,897$499.7K0.3%+1+0.1%AddedHolders
Q2 20231,896$565.9K0.3%−69−3.5%ReducedHolders
Q1 20231,965$549.4K0.3%00.0%UnchangedHolders
Q4 20221,965$517.7K0.3%−82−4.0%ReducedHolders
Q3 20222,047$472.0K0.3%+10.0%AddedHolders
Q2 20222,046$517.0K0.3%−72−3.4%ReducedHolders
Q1 20222,118$524.0K0.3%00.0%UnchangedHolders
Q4 20212,118$568.0K0.3%+8+0.4%AddedHolders
Q3 20212,110$509.0K0.3%+10.0%AddedHolders
Q2 20212,109$487.0K0.3%+2,109NewHolders