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EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

MCD holding history

McDonalds Corp in every 13F filed by EPG 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)
7,891
Value
$2.13M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MCD by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,891$2.13M0.5%+338+4.5%AddedHolders
Q1 20267,553$2.35M0.6%+184+2.5%AddedHolders
Q4 20257,369$2.25M0.6%+252+3.5%AddedHolders
Q3 20257,117$2.16M0.6%+335+4.9%AddedHolders
Q2 20256,782$1.98M0.6%−166−2.4%ReducedHolders
Q1 20256,948$2.17M0.6%+134+2.0%AddedHolders
Q4 20246,814$1.98M0.5%−340−4.8%ReducedHolders
Q3 20247,154$2.18M0.5%+7,154AddedHolders
Q2 20240$2.00M0.5%−7,564−100.0%ReducedHolders
Q1 20247,564$2.13M0.5%+97+1.3%AddedHolders
Q4 20237,467$2.14M0.6%+176+2.4%AddedHolders
Q3 20237,291$1.92M0.6%−61−0.8%ReducedHolders
Q2 20237,352$2.19M0.6%+66+0.9%AddedHolders
Q1 20237,286$2.04M0.6%+2,481+51.6%AddedHolders
Q4 20224,805$1.27M0.5%+285+6.3%AddedHolders
Q3 20224,520$1.04M0.4%+412+10.0%AddedHolders
Q2 20224,108$1.01M0.4%+709+20.9%AddedHolders
Q1 20223,399$840.0K0.3%+239+7.6%AddedHolders
Q4 20213,160$847.0K0.3%+314+11.0%AddedHolders
Q3 20212,846$686.0K0.3%+79+2.9%AddedHolders
Q2 20212,767$639.0K0.3%+248+9.8%AddedHolders
Q1 20212,519$565.0K0.3%––Holders

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