SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK: 0002016209
Latest filing: Aug 26, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 952
Value: $256.5K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of MCD by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	952	$256.5K	0.1%	00.0%	Unchanged	Holders
Q1 2026	952	$271.0K	0.2%	+194+25.6%	Added	Holders
Q4 2025	758	$233.0K	0.2%	+14+1.9%	Added	Holders
Q3 2025	744	$228.3K	0.2%	00.0%	Unchanged	Holders
Q2 2025	744	$227.0K	0.2%	+744	New	Holders