Skip to main content
Livermore
Livermore
ZHEN

Talisman Wealth Advisors LLC

SEC CIK
0001962685
Latest filing
Aug 14, 2026

MCD holding history

McDonalds Corp in every 13F filed by Talisman 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 (Q2 2026)
1,617
Value
$437.1K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of MCD by Talisman Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,617$437.1K0.3%+263+19.4%AddedHolders
Q1 20261,354$420.7K0.3%−339−20.0%ReducedHolders
Q4 20251,693$518.3K0.4%+5+0.3%AddedHolders
Q3 20251,688$512.9K0.4%+10+0.6%AddedHolders
Q2 20251,678$490.4K0.4%+12+0.7%AddedHolders
Q1 20251,666$520.4K0.5%−38−2.2%ReducedHolders
Q4 20241,704$493.9K0.5%−16−0.9%ReducedHolders
Q3 20241,720$522.7K0.6%−35−2.0%ReducedHolders
Q2 20241,755$447.3K0.5%+5+0.3%AddedHolders
Q1 20241,750$493.3K0.6%−4−0.2%ReducedHolders
Q4 20231,754$520.2K0.8%+1+0.1%AddedHolders
Q3 20231,753$461.8K0.8%00.0%UnchangedHolders
Q2 20231,753$523.1K0.9%+99+6.0%AddedHolders
Q1 20231,654$462.0K0.8%+367+28.5%AddedHolders
Q4 20221,287$339.0K0.7%–No prior filingHolders