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Activest Wealth Management

SEC CIK
0001883134
Latest filing
Jul 16, 2026

MCD holding history

McDonalds Corp in every 13F filed by Activest Wealth Management, 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)
41
Value
$11.1K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of MCD by Activest Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641$11.1K<0.1%−764−94.9%ReducedHolders
Q1 2026805$250.1K<0.1%+239+42.2%AddedHolders
Q4 2025566$173.1K<0.1%+418+282.4%AddedHolders
Q3 2025148$45.0K<0.1%+6+4.2%AddedHolders
Q2 2025142$41.5K<0.1%−128−47.4%ReducedHolders
Q1 2025270$84.3K<0.1%+139+106.1%AddedHolders
Q4 2024131$37.9K<0.1%−9−6.4%ReducedHolders
Q3 2024140$42.6K<0.1%+13+10.2%AddedHolders
Q2 2024127$32.3K<0.1%+127NewHolders
Q1 20220$00.0%−191−100.0%Sold outHolders
Q4 2021191$51.0K<0.1%−420−68.7%ReducedHolders
Q3 2021611$147.0K0.1%+349+133.2%AddedHolders
Q2 2021262$61.0K<0.1%−358−57.7%ReducedHolders
Q1 2021620$139.0K0.1%––Holders

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