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Livermore
Livermore
ZHEN

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

MCD holding history

McDonalds Corp in every 13F filed by Twelve Points Wealth Management 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)
3,332
Value
$900.6K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of MCD by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,332$900.6K0.2%+683+25.8%AddedHolders
Q1 20262,649$823.2K0.2%−8−0.3%ReducedHolders
Q4 20252,657$816.4K0.2%−747−21.9%ReducedHolders
Q3 20253,404$1.03M0.3%−257−7.0%ReducedHolders
Q2 20253,661$1.07M0.3%−8−0.2%ReducedHolders
Q1 20253,669$1.15M0.3%+120+3.4%AddedHolders
Q4 20243,549$1.03M0.3%+667+23.1%AddedHolders
Q3 20242,882$877.5K0.3%+174+6.4%AddedHolders
Q2 20242,708$690.0K0.2%+166+6.5%AddedHolders
Q1 20242,542$716.6K0.3%−3−0.1%ReducedHolders
Q4 20232,545$754.5K0.4%+139+5.8%AddedHolders
Q3 20232,406$634.0K0.3%+45+1.9%AddedHolders
Q2 20232,361$704.7K0.4%+139+6.3%AddedHolders
Q1 20232,222$621.4K0.4%+151+7.3%AddedHolders
Q4 20222,071$545.8K0.4%−4−0.2%ReducedHolders
Q3 20222,075$479.0K0.4%+31+1.5%AddedHolders
Q2 20222,044$505.0K0.4%+108+5.6%AddedHolders
Q1 20221,936$479.0K0.4%+152+8.5%AddedHolders
Q4 20211,784$478.0K0.4%–No prior filingHolders