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Centricity Wealth Management, LLC

SEC CIK
0002054645
Latest filing
Jul 18, 2025

MCD holding history

McDonalds Corp in every 13F filed by Centricity 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 2025 holdings

Shares (Q2 2025)
561
Value
$163.8K
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of MCD by Centricity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025561$163.8K0.1%+1+0.2%AddedHolders
Q1 2025560$174.9K0.2%−49−8.0%ReducedHolders
Q4 2024609$176.5K0.2%–No prior filingHolders