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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

MCD holding history

McDonalds Corp in every 13F filed by CWS Financial Advisors, 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)
7,237
Value
$1.96M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of MCD by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,237$1.96M0.4%+8+0.1%AddedHolders
Q1 20267,229$2.25M0.6%+46+0.6%AddedHolders
Q4 20257,183$2.20M0.6%+193+2.8%AddedHolders
Q3 20256,990$2.12M0.6%−637−8.4%ReducedHolders
Q2 20257,627$2.23M0.6%−108−1.4%ReducedHolders
Q1 20257,735$2.42M0.8%+20.0%AddedHolders
Q4 20247,733$2.24M0.7%+20.0%AddedHolders
Q3 20247,731$2.35M0.8%+54+0.7%AddedHolders
Q2 20247,677$1.96M0.8%+2,343+43.9%AddedHolders
Q1 20245,334$1.50M0.6%−3,199−37.5%ReducedHolders
Q4 20238,533$2.53M0.9%−189−2.2%ReducedHolders
Q3 20238,722$2.30M0.9%−97−1.1%ReducedHolders
Q2 20238,819$2.63M1.0%+684+8.4%AddedHolders
Q1 20238,135$2.27M0.9%−3,479−30.0%ReducedHolders
Q4 202211,614$2.60M1.1%+272+2.4%AddedHolders
Q3 202211,342$2.62M1.3%−33−0.3%ReducedHolders
Q2 202211,375$2.81M1.3%−365−3.1%ReducedHolders
Q1 202211,740$2.90M1.1%−15−0.1%ReducedHolders
Q4 202111,755$3.15M1.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202111,690$2.70M1.1%+76+0.7%AddedHolders
Q1 202111,614$2.60M1.1%––Holders

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