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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

MCD holding history

McDonalds Corp in every 13F filed by Finivi Inc., 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)
9,760
Value
$2.64M
% of portfolio
1.4%
Quarters held
12
Since Q4 2021
Holdings of MCD by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,760$2.64M1.4%−951−8.9%ReducedHolders
Q1 202610,711$3.33M1.8%+935+9.6%AddedHolders
Q4 20259,776$2.99M1.7%−316−3.1%ReducedHolders
Q3 202510,092$3.07M2.0%+167+1.7%AddedHolders
Q2 20259,925$2.90M2.0%+274+2.8%AddedHolders
Q1 20259,651$3.01M2.4%+117+1.2%AddedHolders
Q4 20249,534$2.76M2.2%−101−1.0%ReducedHolders
Q3 20249,635$2.93M2.4%−311−3.1%ReducedHolders
Q2 20249,946$2.53M2.1%+307+3.2%AddedHolders
Q1 20249,639$2.72M2.5%−17−0.2%ReducedHolders
Q4 20239,656$2.86M2.8%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20216,980$1.87M2.0%–No prior filingHolders