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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

MCD holding history

McDonalds Corp in every 13F filed by Primoris Wealth 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2023
Holdings of MCD by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,329−100.0%Sold outHolders
Q2 20251,329$388.3K0.3%−285−17.7%ReducedHolders
Q1 20251,614$504.2K0.4%−387−19.3%ReducedHolders
Q4 20242,001$580.1K0.4%−250−11.1%ReducedHolders
Q3 20242,251$685.5K0.5%−99−4.2%ReducedHolders
Q2 20242,350$598.8K0.5%−680−22.4%ReducedHolders
Q1 20243,030$854.3K0.7%−1,239−29.0%ReducedHolders
Q4 20234,269$1.27M1.2%−662−13.4%ReducedHolders
Q3 20234,931$1.30M1.6%+4,931NewHolders