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MBL Wealth, LLC

SEC CIK
0001845785
Latest filing
Jul 15, 2026

MCD holding history

McDonalds Corp in every 13F filed by MBL Wealth, 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)
2,740
Value
$740.6K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of MCD by MBL Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,740$740.6K0.1%−569−17.2%ReducedHolders
Q1 20263,309$1.03M0.1%+27+0.8%AddedHolders
Q4 20253,282$1.00M0.1%+422+14.8%AddedHolders
Q3 20252,860$869.1K0.1%+855+42.6%AddedHolders
Q2 20252,005$585.8K0.1%+87+4.5%AddedHolders
Q1 20251,918$599.1K0.1%+796+70.9%AddedHolders
Q4 20241,122$325.3K<0.1%−110−8.9%ReducedHolders
Q3 20241,232$375.2K<0.1%−227−15.6%ReducedHolders
Q2 20241,459$371.8K<0.1%−1,281−46.8%ReducedHolders
Q1 20242,740$772.5K0.1%−305−10.0%ReducedHolders
Q4 20233,045$902.9K0.1%+780+34.4%AddedHolders
Q3 20232,265$596.7K0.1%−120−5.0%ReducedHolders
Q2 20232,385$711.7K0.1%−85−3.4%ReducedHolders
Q1 20232,470$690.6K0.1%−24−1.0%ReducedHolders
Q4 20222,494$657.0K0.1%+77+3.2%AddedHolders
Q3 20222,417$558.0K0.1%+75+3.2%AddedHolders
Q2 20222,342$578.0K0.1%−119−4.8%ReducedHolders
Q1 20222,461$609.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20211,903$427.0K0.1%––Holders

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