Vertrix Wealth Management, LLC

SEC CIK: 0002118328
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Vertrix 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 overview All 13F holders of MCD Full Q2 2026 holdings

Shares (Q2 2026): 11,943
Value: $3.23M
% of portfolio: 1.1%
Quarters held: 2; Since Q1 2026

Holdings of MCD by Vertrix Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,943	$3.23M	1.1%	+1,326+12.5%	Added	Holders
Q1 2026	10,617	$3.30M	1.2%	–	No prior filing	Holders