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Livermore
Livermore
ZHEN

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

MCD holding history

McDonalds Corp in every 13F filed by Morris Retirement 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q3 2021
Holdings of MCD by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−820−100.0%Sold outHolders
Q1 2026820$254.7K0.1%+3+0.4%AddedHolders
Q4 2025817$249.6K0.1%−178−17.9%ReducedHolders
Q3 2025995$302.4K0.1%+123+14.1%AddedHolders
Q2 2025872$254.7K0.1%+872NewHolders
Q1 20250$00.0%−815−100.0%Sold outHolders
Q4 2024815$236.2K0.1%+815NewHolders
Q2 20240$00.0%−1,720−100.0%Sold outHolders
Q1 20241,720$485.1K0.3%−101−5.5%ReducedHolders
Q4 20231,821$539.9K0.4%−491−21.2%ReducedHolders
Q3 20232,312$609.1K0.4%+476+25.9%AddedHolders
Q2 20231,836$547.9K0.4%−121−6.2%ReducedHolders
Q1 20231,957$547.1K0.4%−155−7.3%ReducedHolders
Q4 20222,112$556.6K0.4%−63−2.9%ReducedHolders
Q3 20222,175$511.0K0.4%−85−3.8%ReducedHolders
Q2 20222,260$558.0K0.5%−400−15.0%ReducedHolders
Q1 20222,660$658.0K0.5%+60+2.3%AddedHolders
Q4 20212,600$697.0K0.5%+446+20.7%AddedHolders
Q3 20212,154$519.0K0.4%+2,154NewHolders