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Precedent Wealth Partners, LLC

SEC CIK
0002008666
Latest filing
Jul 21, 2026

MCD holding history

McDonalds Corp in every 13F filed by Precedent 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)
10,221
Value
$2.76M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of MCD by Precedent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,221$2.76M0.5%+1,773+21.0%AddedHolders
Q1 20268,448$2.63M0.5%+393+4.9%AddedHolders
Q4 20258,055$2.46M0.5%+496+6.6%AddedHolders
Q3 20257,559$2.30M0.5%+416+5.8%AddedHolders
Q2 20257,143$2.09M0.5%+610+9.3%AddedHolders
Q1 20256,533$2.04M0.6%+783+13.6%AddedHolders
Q4 20245,750$1.67M0.5%+34+0.6%AddedHolders
Q3 20245,716$1.74M0.6%+438+8.3%AddedHolders
Q2 20245,278$1.34M0.5%+280+5.6%AddedHolders
Q1 20244,998$1.41M0.6%+307+6.5%AddedHolders
Q4 20234,691$1.39M0.7%–No prior filingHolders