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Livermore
Livermore
ZHEN

Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

MCD holding history

McDonalds Corp in every 13F filed by Legacy 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)
1,850
Value
$500.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,850$500.0K0.1%−3,498−65.4%ReducedHolders
Q1 20265,348$1.66M0.5%+10.0%AddedHolders
Q4 20255,347$1.63M0.4%+411+8.3%AddedHolders
Q3 20254,936$1.50M0.5%−159−3.1%ReducedHolders
Q2 20255,095$1.49M0.5%00.0%UnchangedHolders
Q1 20255,095$1.59M0.5%−328−6.0%ReducedHolders
Q4 20245,423$1.57M0.6%00.0%UnchangedHolders
Q3 20245,423$1.65M0.6%+328+6.4%AddedHolders
Q2 20245,095$1.30M0.5%00.0%UnchangedHolders
Q1 20245,095$1.44M0.6%00.0%UnchangedHolders
Q4 20235,095$1.51M0.7%−1,100−17.8%ReducedHolders
Q3 20236,195$1.63M0.8%00.0%UnchangedHolders
Q2 20236,195$1.85M0.9%00.0%UnchangedHolders
Q1 20236,195$1.73M1.0%00.0%UnchangedHolders
Q4 20226,195$1.63M1.0%00.0%UnchangedHolders
Q3 20226,195$1.43M1.0%00.0%UnchangedHolders
Q2 20226,195$1.53M0.9%−65−1.0%ReducedHolders
Q1 20226,260$1.55M0.8%−771−11.0%ReducedHolders
Q4 20217,031$1.88M1.0%−132−1.8%ReducedHolders
Q3 20217,163$1.73M0.9%−50−0.7%ReducedHolders
Q2 20217,213$1.67M0.9%+100+1.4%AddedHolders
Q1 20217,113$1.59M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.