Skip to main content

Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

MCD holding history

McDonalds Corp in every 13F filed by Lifeworks 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)
2,641
Value
$713.9K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of MCD by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,641$713.9K0.1%+737+38.7%AddedHolders
Q1 20261,904$591.6K0.1%−46−2.4%ReducedHolders
Q4 20251,950$595.9K0.1%+154+8.6%AddedHolders
Q3 20251,796$545.7K0.1%−25−1.4%ReducedHolders
Q2 20251,821$532.0K0.1%−215−10.6%ReducedHolders
Q1 20252,036$636.0K0.1%+241+13.4%AddedHolders
Q4 20241,795$520.2K0.1%+1,795NewHolders