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Livermore
Livermore
ZHEN

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

MCD holding history

McDonalds Corp in every 13F filed by Mattern Wealth 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)
7,604
Value
$2.06M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MCD by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,604$2.06M0.3%−101−1.3%ReducedHolders
Q1 20267,705$2.39M0.5%−145−1.8%ReducedHolders
Q4 20257,850$2.40M0.5%−132−1.7%ReducedHolders
Q3 20257,982$2.43M0.5%−517−6.1%ReducedHolders
Q2 20258,499$2.48M0.5%−57−0.7%ReducedHolders
Q1 20258,556$2.67M0.6%−89−1.0%ReducedHolders
Q4 20248,645$2.51M0.6%−989−10.3%ReducedHolders
Q3 20249,634$2.93M0.6%−3,931−29.0%ReducedHolders
Q2 202413,565$3.46M0.8%−1,381−9.2%ReducedHolders
Q1 202414,946$4.21M1.0%−50.0%ReducedHolders
Q4 202314,951$4.43M1.1%−114−0.8%ReducedHolders
Q3 202315,065$3.97M1.2%+283+1.9%AddedHolders
Q2 202314,782$4.41M1.3%+939+6.8%AddedHolders
Q1 202313,843$3.87M1.3%−322−2.3%ReducedHolders
Q4 202214,165$3.73M1.5%+371+2.7%AddedHolders
Q3 202213,794$3.18M1.3%+40.0%AddedHolders
Q2 202213,790$3.40M1.3%+31+0.2%AddedHolders
Q1 202213,759$3.40M1.1%+1,163+9.2%AddedHolders
Q4 202112,596$3.38M1.0%−50.0%ReducedHolders
Q3 202112,601$3.04M1.0%−277−2.2%ReducedHolders
Q2 202112,878$3.02M1.0%−71−0.5%ReducedHolders
Q1 202112,949$2.90M1.0%––Holders

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