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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

MCD holding history

McDonalds Corp in every 13F filed by Sax Wealth 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)
16,849
Value
$5.24M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MCD by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,849$5.24M0.2%+874+5.5%AddedHolders
Q1 202615,975$4.88M0.2%−117−0.7%ReducedHolders
Q4 202516,092$4.92M0.2%+19+0.1%AddedHolders
Q3 202516,073$4.88M0.3%−870−5.1%ReducedHolders
Q2 202516,943$4.95M0.3%−6,896−28.9%ReducedHolders
Q1 202523,839$7.45M0.5%+137+0.6%AddedHolders
Q4 202423,702$6.87M0.5%+1,436+6.4%AddedHolders
Q3 202422,266$6.78M0.6%+18,342+467.4%AddedHolders
Q2 20243,924$1.00M0.1%+13+0.3%AddedHolders
Q1 20243,911$1.10M0.1%+10.0%AddedHolders
Q4 20233,910$1.16M0.2%+711+22.2%AddedHolders
Q3 20233,199$842.9K0.2%+81+2.6%AddedHolders
Q2 20233,118$930.5K0.2%00.0%UnchangedHolders
Q1 20233,118$871.8K0.2%−38−1.2%ReducedHolders
Q4 20223,156$831.8K0.2%−128−3.9%ReducedHolders
Q3 20223,284$758.0K0.2%+10+0.3%AddedHolders
Q2 20223,274$808.0K0.2%+10.0%AddedHolders
Q1 20223,273$809.0K0.2%−205−5.9%ReducedHolders
Q4 20213,478$932.0K0.2%−198−5.4%ReducedHolders
Q3 20213,676$886.0K0.2%+204+5.9%AddedHolders
Q2 20213,472$802.0K0.3%+10.0%AddedHolders
Q1 20213,471$778.0K0.3%––Holders

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