Guardian Asset Advisors’s McDonald's MCD Stock Holding History

Guardian Asset Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	5,023 -158	-3%	-$45.3K	0.63%	36
2026 Q1	$1.61M	Buy	5,181 +19	+0.4%	+$6.05K	0.94%	27
2025 Q4	$1.58M	Sell	5,162 -161	-3%	-$49.3K	0.82%	31
2025 Q3	$1.62M	Sell	5,323 -152	-3%	-$46.3K	0.87%	26
2025 Q2	$1.6M	Buy	5,475 +149	+3%	+$45.9K	0.92%	28
2025 Q1	$1.66M	Buy	5,326 +176	+3%	+$52.6K	1.09%	24
2024 Q4	$1.49M	Buy	5,150 +172	+3%	+$51.3K	0.96%	26
2024 Q3	$1.52M	Buy	4,978 +912	+22%	+$251K	1.03%	23
2024 Q2	$1.04M	Buy	4,066 +50	+1%	+$13.3K	0.76%	31
2024 Q1	$1.13M	Buy	4,016 +36	+0.9%	+$10.5K	0.94%	28
2023 Q4	$1.18M	Buy	+3,980	New	+$1.08M	1.11%	24

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Guardian Asset Advisors's MCD Position: Q2 2026 in Review

Guardian Asset Advisors reduced its McDonald's (MCD) stake by 3% in Q2 2026, selling an estimated $45.3K and leaving 5,023 shares worth $1.36M. The position accounts for 0.63% of the portfolio, ranked #36.

Guardian Asset Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2025. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Guardian Asset Advisors held 5,023 shares of McDonald's worth $1.36M as of Q2 2026.
Guardian Asset Advisors sold 158 McDonald's shares in Q2 2026, an estimated $45.3K.
McDonald's made up 0.63% of Guardian Asset Advisors's portfolio in Q2 2026, its #36 holding.
Guardian Asset Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's McDonald's position peaked at $1.66M in Q1 2025.
1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.