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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

MCD holding history

McDonalds Corp in every 13F filed by Wealth Effects 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)
1,243
Value
$336.0K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of MCD by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,243$336.0K0.1%+495+66.2%AddedHolders
Q1 2026748$232.5K0.1%00.0%UnchangedHolders
Q4 2025748$228.6K0.1%+748NewHolders
Q3 20250$00.0%−815−100.0%Sold outHolders
Q2 2025815$238.1K0.1%−70−7.9%ReducedHolders
Q1 2025885$276.4K0.1%00.0%UnchangedHolders
Q4 2024885$256.6K0.1%−443−33.4%ReducedHolders
Q3 20241,328$404.4K0.1%00.0%UnchangedHolders
Q2 20241,328$338.4K0.1%−15−1.1%ReducedHolders
Q1 20241,343$378.7K0.1%−25−1.8%ReducedHolders
Q4 20231,368$405.6K0.2%+22+1.6%AddedHolders
Q3 20231,346$354.6K0.2%+13+1.0%AddedHolders
Q2 20231,333$397.8K0.2%00.0%UnchangedHolders
Q1 20231,333$372.7K0.2%00.0%UnchangedHolders
Q4 20221,333$351.3K0.2%+1,333NewHolders