Unify Financial Advisors

SEC CIK: 0002126814
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

MCD holding history

McDonalds Corp in every 13F filed by Unify Financial Advisors, 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): 924
Value: $249.8K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of MCD by Unify Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	924	$249.8K	0.2%	−56−5.7%	Reduced	Holders
Q1 2026	980	$304.4K	0.3%	−19−1.9%	Reduced	Holders
Q4 2025	999	$305.4K	0.3%	–	No prior filing	Holders