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Pine Harbor Wealth Management, LLC

SEC CIK
0002016051
Latest filing
Aug 13, 2026

MCD holding history

McDonalds Corp in every 13F filed by Pine Harbor Wealth Management, 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)
1,175
Value
$317.5K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of MCD by Pine Harbor Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,175$317.5K0.1%−33−2.7%ReducedHolders
Q1 20261,208$375.3K0.1%+1+0.1%AddedHolders
Q4 20251,207$368.8K0.1%+28+2.4%AddedHolders
Q3 20251,179$358.5K0.1%+31+2.7%AddedHolders
Q2 20251,148$335.6K0.1%+160+16.2%AddedHolders
Q1 2025988$308.8K0.1%−93−8.6%ReducedHolders
Q4 20241,081$313.7K0.1%−150−12.2%ReducedHolders
Q3 20241,231$374.9K0.2%+5+0.4%AddedHolders
Q2 20241,226$312.5K0.2%−8−0.6%ReducedHolders
Q1 20241,234$347.9K0.2%−15−1.2%ReducedHolders
Q4 20231,249$370.3K0.3%–No prior filingHolders