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Livermore
Livermore
ZHEN

CJM Wealth Advisers, Ltd.

SEC CIK
0001992748
Latest filing
Jul 17, 2026

MCD holding history

McDonalds Corp in every 13F filed by CJM Wealth Advisers, Ltd., 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)
1,207
Value
$326.2K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MCD by CJM Wealth Advisers, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,207$326.2K0.1%+1+0.1%AddedHolders
Q1 20261,206$374.7K0.1%−8−0.7%ReducedHolders
Q4 20251,214$371.2K0.1%+11+0.9%AddedHolders
Q3 20251,203$365.7K0.1%+1+0.1%AddedHolders
Q2 20251,202$351.3K0.1%+1+0.1%AddedHolders
Q1 20251,201$375.2K0.1%−5−0.4%ReducedHolders
Q4 20241,206$349.6K0.1%+7+0.6%AddedHolders
Q3 20241,199$365.1K0.1%+1+0.1%AddedHolders
Q2 20241,198$299.5K0.1%−455−27.5%ReducedHolders
Q1 20241,653$466.1K0.2%+12+0.7%AddedHolders
Q4 20231,641$486.7K0.2%+1+0.1%AddedHolders
Q3 20231,640$432.0K0.2%+2+0.1%AddedHolders
Q2 20231,638$488.8K0.2%+1+0.1%AddedHolders
Q1 20231,637$457.6K0.3%+2+0.1%AddedHolders
Q4 20221,635$430.8K0.3%+2+0.1%AddedHolders
Q3 20221,633$376.8K0.3%+41+2.6%AddedHolders
Q2 20221,592$392.9K0.3%+77+5.1%AddedHolders
Q1 20221,515$374.5K0.3%+1+0.1%AddedHolders
Q4 20211,514$405.7K0.3%–No prior filingHolders