Adams Wealth Management

SEC CIK: 0001803084
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Adams Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 803
Value: $217.1K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of MCD by Adams Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	803	$217.1K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	803	$249.6K	0.1%	00.0%	Unchanged	Holders
Q4 2025	803	$245.4K	0.1%	−1−0.1%	Reduced	Holders
Q3 2025	804	$244.3K	0.1%	−2−0.2%	Reduced	Holders
Q2 2025	806	$235.4K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	806	$251.7K	<0.1%	+4+0.5%	Added	Holders
Q4 2024	802	$232.4K	<0.1%	+2+0.3%	Added	Holders
Q3 2024	800	$243.6K	0.1%	00.0%	Unchanged	Holders
Q2 2024	800	$203.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	800	$225.5K	0.1%	00.0%	Unchanged	Holders
Q4 2023	800	$237.2K	0.1%	−134−14.3%	Reduced	Holders
Q3 2023	934	$246.0K	0.1%	−26−2.7%	Reduced	Holders
Q2 2023	960	$286.4K	0.1%	−19−1.9%	Reduced	Holders
Q1 2023	979	$273.7K	0.1%	00.0%	Unchanged	Holders
Q4 2022	979	$257.9K	0.1%	+5+0.5%	Added	Holders
Q3 2022	974	$225.0K	0.1%	+15+1.6%	Added	Holders
Q2 2022	959	$237.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	959	$237.0K	0.1%	−140−12.7%	Reduced	Holders
Q4 2021	1,099	$295.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	1,099	$265.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	1,099	$254.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	1,099	$246.0K	0.1%	–	–	Holders

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