Skip to main content
Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

MCD holding history

McDonalds Corp in every 13F filed by Forza Wealth Management, 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)
3,672
Value
$992.6K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of MCD by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,672$992.6K0.3%00.0%UnchangedHolders
Q1 20263,672$1.14M0.4%00.0%UnchangedHolders
Q4 20253,672$1.12M0.4%+39+1.1%AddedHolders
Q3 20253,633$1.10M0.4%00.0%UnchangedHolders
Q2 20253,633$1.06M0.4%00.0%UnchangedHolders
Q1 20253,633$1.13M0.5%00.0%UnchangedHolders
Q4 20243,633$1.05M0.5%00.0%UnchangedHolders
Q3 20243,633$1.11M0.5%+111+3.2%AddedHolders
Q2 20243,522$897.5K0.5%00.0%UnchangedHolders
Q1 20243,522$993.0K0.5%00.0%UnchangedHolders
Q4 20233,522$1.04M0.6%00.0%UnchangedHolders
Q3 20233,522$927.8K0.5%+200+6.0%AddedHolders
Q2 20233,322$991.3K0.5%−200−5.7%ReducedHolders
Q1 20233,522$984.8K0.5%+319+10.0%AddedHolders
Q4 20223,203$844.1K0.6%–No prior filingHolders