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Livermore
Livermore
ZHEN

KWB Wealth

SEC CIK
0001822236
Latest filing
Jul 10, 2026

MCD holding history

McDonalds Corp in every 13F filed by KWB Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of MCD by KWB Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,164−100.0%Sold outHolders
Q1 20261,164$355.8K<0.1%−938−44.6%ReducedHolders
Q4 20252,102$642.4K0.1%−467−18.2%ReducedHolders
Q3 20252,569$750.5K0.1%−38−1.5%ReducedHolders
Q2 20252,607$814.3K0.1%−145−5.3%ReducedHolders
Q1 20252,752$797.7K0.1%+7+0.3%AddedHolders
Q4 20242,745$835.8K0.1%−175−6.0%ReducedHolders
Q3 20242,920$744.2K0.1%−1,369−31.9%ReducedHolders
Q2 20244,289$1.21M0.2%−91−2.1%ReducedHolders
Q1 20244,380$1.24M0.2%−444−9.2%ReducedHolders
Q4 20234,824$1.43M0.2%00.0%UnchangedHolders
Q3 20234,824$1.44M0.2%00.0%UnchangedHolders
Q2 20234,824$1.44M0.2%+223+4.8%AddedHolders
Q1 20234,601$1.21M0.2%+21+0.5%AddedHolders
Q4 20224,580$1.21M0.2%+1,719+60.1%AddedHolders
Q3 20222,861$660.0K0.1%+158+5.8%AddedHolders
Q2 20222,703$667.0K0.1%+413+18.0%AddedHolders
Q1 20222,290$614.0K0.1%00.0%UnchangedHolders
Q4 20212,290$614.0K0.1%−12−0.5%ReducedHolders
Q3 20212,302$555.0K0.1%+397+20.8%AddedHolders
Q2 20211,905$427.0K0.1%00.0%UnchangedHolders
Q1 20211,905$427.0K0.1%––Holders

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