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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

MCD holding history

McDonalds Corp in every 13F filed by Stone Point Wealth 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)
1,200
Value
$324.4K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of MCD by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,200$324.4K0.1%00.0%UnchangedHolders
Q1 20261,200$372.9K0.1%−40−3.2%ReducedHolders
Q4 20251,240$379.0K0.1%00.0%UnchangedHolders
Q3 20251,240$376.8K0.1%−80−6.1%ReducedHolders
Q2 20251,320$385.7K0.1%00.0%UnchangedHolders
Q1 20251,320$412.3K0.1%−39−2.9%ReducedHolders
Q4 20241,359$394.0K0.1%00.0%UnchangedHolders
Q3 20241,359$413.8K0.1%−27−1.9%ReducedHolders
Q2 20241,386$353.2K0.1%00.0%UnchangedHolders
Q1 20241,386$390.8K0.1%+18+1.3%AddedHolders
Q4 20231,368$405.6K0.2%00.0%UnchangedHolders
Q3 20231,368$360.4K0.2%00.0%UnchangedHolders
Q2 20231,368$408.2K0.2%00.0%UnchangedHolders
Q1 20231,368$382.5K0.2%−47−3.3%ReducedHolders
Q4 20221,415$372.9K0.2%00.0%UnchangedHolders
Q3 20221,415$327.0K0.2%00.0%UnchangedHolders
Q2 20221,415$349.0K0.2%00.0%UnchangedHolders
Q1 20221,415$352.0K0.2%+1,415NewHolders