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Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

MCD holding history

McDonalds Corp in every 13F filed by Westshore Wealth, 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)
1,155
Value
$312.3K
% of portfolio
0.1%
Quarters held
18
Since Q2 2021
Holdings of MCD by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,155$312.3K0.1%+25+2.2%AddedHolders
Q1 20261,130$351.2K0.1%−95−7.8%ReducedHolders
Q4 20251,225$374.4K0.1%−200−14.0%ReducedHolders
Q3 20251,425$433.0K0.1%00.0%UnchangedHolders
Q2 20251,425$416.2K0.2%+1+0.1%AddedHolders
Q1 20251,424$445.0K0.2%00.0%UnchangedHolders
Q4 20241,424$412.9K0.2%−100−6.6%ReducedHolders
Q3 20241,524$464.1K0.2%00.0%UnchangedHolders
Q2 20241,524$388.4K0.2%−196−11.4%ReducedHolders
Q1 20241,720$484.9K0.2%+100+6.2%AddedHolders
Q4 20231,620$480.2K0.2%−37−2.2%ReducedHolders
Q3 20231,657$436.5K0.2%−588−26.2%ReducedHolders
Q2 20232,245$669.9K0.3%−306−12.0%ReducedHolders
Q1 20232,551$713.2K0.4%+507+24.8%AddedHolders
Q4 20222,044$538.8K0.3%−100−4.7%ReducedHolders
Q3 20222,144$495.0K0.3%−200−8.5%ReducedHolders
Q2 20222,344$579.0K0.4%+2,344NewHolders
Q3 20210$00.0%−1,138−100.0%Sold outHolders
Q2 20211,138$263.0K0.1%+1,138NewHolders