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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

MCD holding history

McDonalds Corp in every 13F filed by West 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)
104
Value
$28.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026104$28.1K<0.1%00.0%UnchangedHolders
Q1 2026104$32.3K<0.1%00.0%UnchangedHolders
Q4 2025104$31.8K<0.1%00.0%UnchangedHolders
Q3 2025104$31.6K<0.1%−21−16.8%ReducedHolders
Q2 2025125$36.5K<0.1%00.0%UnchangedHolders
Q1 2025125$39.0K<0.1%−20−13.8%ReducedHolders
Q4 2024145$42.0K<0.1%00.0%UnchangedHolders
Q3 2024145$44.2K<0.1%00.0%UnchangedHolders
Q2 2024145$37.0K<0.1%00.0%UnchangedHolders
Q1 2024145$40.9K<0.1%00.0%UnchangedHolders
Q4 2023145$43.0K<0.1%−17−10.5%ReducedHolders
Q3 2023162$42.7K<0.1%+17+11.7%AddedHolders
Q2 2023145$43.3K<0.1%+21+16.9%AddedHolders
Q1 2023124$34.7K<0.1%00.0%UnchangedHolders
Q4 2022124$32.7K<0.1%00.0%UnchangedHolders
Q3 2022124$29.0K<0.1%+104+520.0%AddedHolders
Q2 202220$5.00K<0.1%00.0%UnchangedHolders
Q1 202220$5.00K<0.1%00.0%UnchangedHolders
Q4 202120$5.00K<0.1%00.0%UnchangedHolders
Q3 202120$5.00K<0.1%00.0%UnchangedHolders
Q2 202120$5.00K<0.1%00.0%UnchangedHolders
Q1 202120$4.00K<0.1%––Holders

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