Skip to main content

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

MCD holding history

McDonalds Corp in every 13F filed by Wealthspan Partners, 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)
7,103
Value
$1.92M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of MCD by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,103$1.92M0.6%+150+2.2%AddedHolders
Q1 20266,953$2.16M0.8%+20.0%AddedHolders
Q4 20256,951$2.12M0.8%00.0%UnchangedHolders
Q3 20256,951$2.11M0.8%−114−1.6%ReducedHolders
Q2 20257,065$2.06M0.9%−20−0.3%ReducedHolders
Q1 20257,085$2.21M1.0%−5−0.1%ReducedHolders
Q4 20247,090$2.06M1.0%−724−9.3%ReducedHolders
Q3 20247,814$2.38M1.2%−26−0.3%ReducedHolders
Q2 20247,840$2.00M1.1%−43−0.5%ReducedHolders
Q1 20247,883$2.22M1.3%+73+0.9%AddedHolders
Q4 20237,810$2.32M1.6%+89+1.2%AddedHolders
Q3 20237,721$2.03M1.6%+12+0.2%AddedHolders
Q2 20237,709$2.30M1.8%−34−0.4%ReducedHolders
Q1 20237,743$2.17M1.9%+10+0.1%AddedHolders
Q4 20227,733$2.04M1.9%−22−0.3%ReducedHolders
Q3 20227,755$1.79M1.9%+1,186+18.1%AddedHolders
Q2 20226,569$1.62M1.7%00.0%UnchangedHolders
Q1 20226,569$1.62M1.5%−93−1.4%ReducedHolders
Q4 20216,662$1.79M1.6%–No prior filingHolders