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Convergence Financial, LLC

SEC CIK
0002034001
Latest filing
Aug 5, 2026

MCD holding history

McDonalds Corp in every 13F filed by Convergence Financial, 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)
1,927
Value
$521.0K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of MCD by Convergence Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,927$521.0K<0.1%−595−23.6%ReducedHolders
Q1 20262,522$781.6K0.1%+1,090+76.1%AddedHolders
Q4 20251,432$437.8K0.1%+88+6.5%AddedHolders
Q3 20251,344$408.3K0.1%−85−5.9%ReducedHolders
Q2 20251,429$417.4K0.1%00.0%UnchangedHolders
Q1 20251,429$446.3K0.1%−120−7.7%ReducedHolders
Q4 20241,549$449.0K0.1%−44−2.8%ReducedHolders
Q3 20241,593$485.1K0.1%−474−22.9%ReducedHolders
Q2 20242,067$526.8K0.1%+2,067NewHolders