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Invenio Wealth Partners LLC

SEC CIK
0001989341
Latest filing
Jul 30, 2026

MCD holding history

McDonalds Corp in every 13F filed by Invenio Wealth Partners 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of MCD by Invenio Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−760−100.0%Sold outHolders
Q1 2026760$236.2K0.1%−604−44.3%ReducedHolders
Q4 20251,364$416.9K0.2%−45−3.2%ReducedHolders
Q3 20251,409$428.2K0.2%+101+7.7%AddedHolders
Q2 20251,308$382.2K0.2%+32+2.5%AddedHolders
Q1 20251,276$398.6K0.2%+242+23.4%AddedHolders
Q4 20241,034$299.7K0.1%+2+0.2%AddedHolders
Q3 20241,032$314.3K0.1%+18+1.8%AddedHolders
Q2 20241,014$258.4K0.1%−6−0.6%ReducedHolders
Q1 20241,020$287.6K0.2%+148+17.0%AddedHolders
Q4 2023872$258.6K0.2%+872NewHolders