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Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

MCD holding history

McDonalds Corp in every 13F filed by Websterrogers Financial Advisors, 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)
1,092
Value
$295.2K
% of portfolio
0.1%
Quarters held
9
Since Q4 2023
Holdings of MCD by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,092$295.2K0.1%00.0%UnchangedHolders
Q1 20261,092$339.4K0.1%00.0%UnchangedHolders
Q4 20251,092$333.7K0.1%−11−1.0%ReducedHolders
Q3 20251,103$335.2K0.1%00.0%UnchangedHolders
Q2 20251,103$322.3K0.1%00.0%UnchangedHolders
Q1 20251,103$344.5K0.1%−23−2.0%ReducedHolders
Q4 20241,126$326.4K0.1%+1,126NewHolders
Q2 20240$00.0%−796−100.0%Sold outHolders
Q1 2024796$224.4K0.1%00.0%UnchangedHolders
Q4 2023796$236.0K0.1%+796NewHolders