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Livermore
Livermore
ZHEN

Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

MCD holding history

McDonalds Corp in every 13F filed by Monument Group 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2024
Holdings of MCD by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−770−100.0%Sold outHolders
Q4 2025770$235.3K0.1%00.0%UnchangedHolders
Q3 2025770$234.0K0.1%−238−23.6%ReducedHolders
Q2 20251,008$294.5K0.2%+69+7.3%AddedHolders
Q1 2025939$293.3K0.2%00.0%UnchangedHolders
Q4 2024939$272.2K0.2%−50−5.1%ReducedHolders
Q3 2024989$301.2K0.2%00.0%UnchangedHolders
Q2 2024989$252.0K0.2%00.0%UnchangedHolders
Q1 2024989$278.8K0.2%+989NewHolders