Skip to main content

Annapolis Financial Services, LLC

SEC CIK
0001843110
Latest filing
Oct 16, 2024

MCD holding history

McDonalds Corp in every 13F filed by Annapolis Financial Services, 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 Q3 2024 holdings

Shares (Q3 2024)
179
Value
$54.5K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of MCD by Annapolis Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024179$54.5K<0.1%+5+2.9%AddedHolders
Q2 2024174$44.3K<0.1%00.0%UnchangedHolders
Q1 2024174$49.1K<0.1%−15−7.9%ReducedHolders
Q4 2023189$56.0K<0.1%00.0%UnchangedHolders
Q3 2023189$49.8K<0.1%+41+27.7%AddedHolders
Q2 2023148$44.2K<0.1%−78−34.5%ReducedHolders
Q1 2023226$63.2K<0.1%−1,647−87.9%ReducedHolders
Q4 20221,873$493.6K0.2%00.0%UnchangedHolders
Q3 20221,873$432.0K0.2%00.0%UnchangedHolders
Q2 20221,873$462.0K0.2%00.0%UnchangedHolders
Q1 20221,873$463.0K0.2%00.0%UnchangedHolders
Q4 20211,873$502.0K0.2%+41+2.2%AddedHolders
Q3 20211,832$442.0K0.1%00.0%UnchangedHolders
Q2 20211,832$423.0K0.1%+34+1.9%AddedHolders
Q1 20211,798$403.0K0.1%––Holders

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