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Livermore
Livermore
ZHEN

Continuum Wealth Advisors, LLC

SEC CIK
0001966482
Latest filing
Jul 21, 2026

MCD holding history

McDonalds Corp in every 13F filed by Continuum 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)
914
Value
$247.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of MCD by Continuum Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026914$247.1K0.1%00.0%UnchangedHolders
Q1 2026914$284.1K0.1%00.0%UnchangedHolders
Q4 2025914$279.3K0.1%00.0%UnchangedHolders
Q3 2025914$277.8K0.1%+100+12.3%AddedHolders
Q2 2025814$237.8K0.1%00.0%UnchangedHolders
Q1 2025814$254.3K0.1%00.0%UnchangedHolders
Q4 2024814$236.0K0.1%00.0%UnchangedHolders
Q3 2024814$247.9K0.1%−100−10.9%ReducedHolders
Q2 2024914$232.9K0.1%00.0%UnchangedHolders
Q1 2024914$257.7K0.1%+51+5.9%AddedHolders
Q4 2023863$255.9K0.2%+49+6.0%AddedHolders
Q3 2023814$214.4K0.2%00.0%UnchangedHolders
Q2 2023814$242.9K0.2%00.0%UnchangedHolders
Q1 2023814$227.6K0.2%−182−18.3%ReducedHolders
Q4 2022996$262.5K0.3%–No prior filingHolders