ML & R Wealth Management LLC
- SEC CIK
- 0001903320
- Latest filing
- May 14, 2024
MCD holding history
McDonalds Corp in every 13F filed by ML & R 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 Q1 2024 holdings
- Shares (Q1 2024)
- 1,466
- Value
- $413.3K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,466 | $413.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,466 | $434.7K | 0.1% | −69−4.5% | Reduced | Holders |
| Q3 2023 | 1,535 | $404.4K | 0.1% | +241+18.6% | Added | Holders |
| Q2 2023 | 1,294 | $386.1K | 0.1% | −75−5.5% | Reduced | Holders |
| Q1 2023 | 1,369 | $382.8K | 0.1% | +1,369 | New | Holders |