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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

MCD holding history

McDonalds Corp in every 13F filed by HighMark 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)
93
Value
$25.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202693$25.1K<0.1%+15+19.2%AddedHolders
Q1 202678$24.2K<0.1%−3−3.7%ReducedHolders
Q4 202581$24.7K<0.1%−7−8.0%ReducedHolders
Q3 202588$26.8K<0.1%00.0%UnchangedHolders
Q2 202588$25.8K<0.1%−47−34.8%ReducedHolders
Q1 2025135$41.9K<0.1%+49+57.0%AddedHolders
Q4 202486$25.0K<0.1%+2+2.4%AddedHolders
Q3 202484$25.7K<0.1%+29+52.7%AddedHolders
Q2 202455$14.1K<0.1%00.0%UnchangedHolders
Q1 202455$15.6K<0.1%00.0%UnchangedHolders
Q4 202355$16.4K<0.1%00.0%UnchangedHolders
Q3 202355$14.6K<0.1%00.0%UnchangedHolders
Q2 202355$16.5K<0.1%00.0%UnchangedHolders
Q1 202355$15.4K<0.1%00.0%UnchangedHolders
Q4 202255$14.6K<0.1%00.0%UnchangedHolders
Q3 202255$13.0K<0.1%00.0%UnchangedHolders
Q2 202255$14.0K<0.1%00.0%UnchangedHolders
Q1 202255$14.0K<0.1%+1+1.9%AddedHolders
Q4 202154$15.0K<0.1%00.0%UnchangedHolders
Q3 202154$13.0K<0.1%00.0%UnchangedHolders
Q2 202154$12.0K<0.1%00.0%UnchangedHolders
Q1 202154$12.0K<0.1%––Holders

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