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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

MCD holding history

McDonalds Corp in every 13F filed by Altus Wealth Group 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)
1,166
Value
$315.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,166$315.2K0.1%+77+7.1%AddedHolders
Q1 20261,089$338.4K0.1%+69+6.8%AddedHolders
Q4 20251,020$311.8K0.1%−2−0.2%ReducedHolders
Q3 20251,022$310.6K0.1%−1−0.1%ReducedHolders
Q2 20251,023$299.0K0.1%+4+0.4%AddedHolders
Q1 20251,019$318.3K0.1%−2,232−68.7%ReducedHolders
Q4 20243,251$942.4K0.4%−178−5.2%ReducedHolders
Q3 20243,429$1.04M0.4%+298+9.5%AddedHolders
Q2 20243,131$797.9K0.4%−201−6.0%ReducedHolders
Q1 20243,332$939.6K0.5%+92+2.8%AddedHolders
Q4 20233,240$960.6K0.5%+205+6.8%AddedHolders
Q3 20233,035$799.6K0.5%−38−1.2%ReducedHolders
Q2 20233,073$917.2K0.6%+18+0.6%AddedHolders
Q1 20233,055$854.2K0.6%−603−16.5%ReducedHolders
Q4 20223,658$964.1K0.7%−367−9.1%ReducedHolders
Q3 20224,025$971.0K1.0%00.0%UnchangedHolders
Q2 20224,025$971.0K1.0%−72−1.8%ReducedHolders
Q1 20224,097$1.01M0.8%+69+1.7%AddedHolders
Q4 20214,028$1.08M0.9%+3+0.1%AddedHolders
Q3 20214,025$971.0K1.0%+1,298+47.6%AddedHolders
Q2 20212,727$630.0K0.6%+9+0.3%AddedHolders
Q1 20212,718$636.0K0.6%––Holders

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