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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

MCD holding history

McDonalds Corp in every 13F filed by Navigate 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)
1,455
Value
$389.5K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of MCD by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,455$389.5K0.2%+1,455NewHolders