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Livermore
Livermore
ZHEN

Hofer & Associates. Inc

SEC CIK
0001958491
Latest filing
Jul 21, 2026

MCD holding history

McDonalds Corp in every 13F filed by Hofer & Associates. Inc, 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)
844
Value
$228.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MCD by Hofer & Associates. Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026844$228.0K0.1%+18+2.2%AddedHolders
Q1 2026826$256.9K0.1%−50−5.7%ReducedHolders
Q4 2025876$267.6K0.1%+19+2.2%AddedHolders
Q3 2025857$260.4K0.1%+26+3.1%AddedHolders
Q2 2025831$242.8K0.2%−171−17.1%ReducedHolders
Q1 20251,002$313.0K0.2%−1−0.1%ReducedHolders
Q4 20241,003$290.9K0.2%+6+0.6%AddedHolders
Q3 2024997$303.6K0.2%−20−2.0%ReducedHolders
Q2 20241,017$259.3K0.2%+6+0.6%AddedHolders
Q1 20241,011$285.1K0.2%−1−0.1%ReducedHolders
Q4 20231,012$300.0K0.3%−29−2.8%ReducedHolders
Q3 20231,041$274.2K0.3%00.0%UnchangedHolders
Q2 20231,041$310.6K0.3%−85−7.5%ReducedHolders
Q1 20231,126$296.7K0.3%00.0%UnchangedHolders
Q4 20221,126$296.7K0.3%00.0%UnchangedHolders
Q3 20221,126$260.0K0.3%+11+1.0%AddedHolders
Q2 20221,115$275.0K0.3%+27+2.5%AddedHolders
Q1 20221,088$269.0K0.2%+320+41.7%AddedHolders
Q4 2021768$206.0K0.2%–No prior filingHolders