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N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

MCD holding history

McDonalds Corp in every 13F filed by N.E.W. Advisory Services 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)
6,023
Value
$1.63M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,023$1.63M0.1%−60−1.0%ReducedHolders
Q1 20266,083$1.89M0.1%+959+18.7%AddedHolders
Q4 20255,124$1.57M0.1%+86+1.7%AddedHolders
Q3 20255,038$1.53M0.1%−253−4.8%ReducedHolders
Q2 20255,291$1.55M0.2%−175−3.2%ReducedHolders
Q1 20255,466$1.71M0.1%+652+13.5%AddedHolders
Q4 20244,814$1.40M0.1%+5+0.1%AddedHolders
Q3 20244,809$1.46M0.1%−241−4.8%ReducedHolders
Q2 20245,050$1.29M0.1%−426−7.8%ReducedHolders
Q1 20245,476$1.54M0.2%+8+0.1%AddedHolders
Q4 20235,468$1.62M0.2%−7−0.1%ReducedHolders
Q3 20235,475$1.44M0.2%−64−1.2%ReducedHolders
Q2 20235,539$1.65M0.2%−232−4.0%ReducedHolders
Q1 20235,771$1.61M0.2%+61+1.1%AddedHolders
Q4 20225,710$1.50M0.2%−333−5.5%ReducedHolders
Q3 20226,043$1.39M0.3%+23+0.4%AddedHolders
Q2 20226,020$1.49M0.3%−261−4.2%ReducedHolders
Q1 20226,281$1.41M0.3%+82+1.3%AddedHolders
Q4 20216,199$1.66M0.3%00.0%UnchangedHolders
Q3 20216,199$1.50M0.2%−35−0.6%ReducedHolders
Q2 20216,234$1.44M0.2%−34−0.5%ReducedHolders
Q1 20216,268$1.42M0.3%––Holders

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