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Livermore
Livermore
ZHEN

Invst, LLC

SEC CIK
0001867587
Latest filing
Aug 14, 2026

MCD holding history

McDonalds Corp in every 13F filed by Invst, 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)
1,051
Value
$284.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MCD by Invst, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,051$284.1K<0.1%−395−27.3%ReducedHolders
Q1 20261,446$449.4K0.1%−45−3.0%ReducedHolders
Q4 20251,491$455.7K<0.1%+70+4.9%AddedHolders
Q3 20251,421$431.8K<0.1%+1+0.1%AddedHolders
Q2 20251,420$414.9K0.1%+412+40.9%AddedHolders
Q1 20251,008$314.9K<0.1%−447−30.7%ReducedHolders
Q4 20241,455$421.9K0.1%−38−2.5%ReducedHolders
Q3 20241,493$454.7K0.1%−98−6.2%ReducedHolders
Q2 20241,591$397.7K<0.1%+26+1.7%AddedHolders
Q1 20241,565$438.6K0.1%+15+1.0%AddedHolders
Q4 20231,550$441.2K0.1%+149+10.6%AddedHolders
Q3 20231,401$369.2K0.1%+462+49.2%AddedHolders
Q2 2023939$280.2K<0.1%+23+2.5%AddedHolders
Q1 2023916$269.9K<0.1%+66+7.8%AddedHolders
Q4 2022850$227.3K<0.1%+850NewHolders
Q3 20220$00.0%−855−100.0%Sold outHolders
Q2 2022855$223.0K<0.1%−240−21.9%ReducedHolders
Q1 20221,095$271.0K<0.1%+248+29.3%AddedHolders
Q4 2021847$210.0K<0.1%+847NewHolders
Q3 20210$00.0%−1,051−100.0%Sold outHolders
Q2 20211,051$247.0K<0.1%−98−8.5%ReducedHolders
Q1 20211,149$271.0K<0.1%––Holders

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