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Guardian Wealth Advisors (Minnesota)’s McDonald's MCD Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
Q1 		$281K Sell
905
-45
-5% -$14.3K 0.16% 49
2025
Q4 		$290K Sell
950
-60
-6% -$18.4K 0.16% 50
2025
Q3 		$307K Buy
1,010
+2
+0.2% +$609 0.17% 52
2025
Q2 		$294K Sell
1,008
-80
-7% -$24.7K 0.17% 57
2025
Q1 		$340K Sell
1,088
-13
-1% -$3.89K 0.22% 54
2024
Q4 		$319K Sell
1,101
-8
-0.7% -$2.39K 0.2% 54
2024
Q3 		$338K Buy
1,109
+2
+0.2% +$551 0.21% 57
2024
Q2 		$282K Sell
1,107
-18
-2% -$4.78K 0.18% 62
2024
Q1 		$317K Sell
1,125
-2
-0.2% -$582 0.21% 59
2023
Q4 		$334K Buy
1,127
+38
+3% +$10.3K 0.23% 53
2023
Q3 		$287K Sell
1,089
-12
-1% -$3.42K 0.22% 55
2023
Q2 		$328K Sell
1,101
-26
-2% -$7.55K 0.24% 53
2023
Q1 		$315K Buy
1,127
+62
+6% +$16.6K 0.25% 52
2022
Q4 		$281K Sell
1,065
-28
-3% -$7.39K 0.25% 54
2022
Q3 		$252K Sell
1,093
-43
-4% -$11K 0.24% 54
2022
Q2 		$280K Buy
1,136
+3
+0.3% +$739 0.26% 53
2022
Q1 		$280K Buy
1,133
+2
+0.2% +$498 0.23% 54
2021
Q4 		$303K Sell
1,131
-14
-1% -$3.54K 0.24% 54
2021
Q3 		$276K Sell
1,145
-5
-0.4% -$1.19K 0.25% 53
2021
Q2 		$266K Sell
1,150
-11
-0.9% -$2.56K 0.23% 56
2021
Q1 		$260K Sell
1,161
-27
-2% -$5.77K 0.24% 58
2020
Q4 		$255K Buy
+1,188
New +$258K 0.25% 58

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s MCD Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its McDonald's (MCD) stake by 4.7% in Q1 2026, selling an estimated $14.3K and leaving 905 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #49.

Guardian Wealth Advisors (Minnesota) first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $340K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 905 shares of McDonald's worth $281K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 45 McDonald's shares in Q1 2026, an estimated $14.3K.
  • McDonald's made up 0.16% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #49 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s McDonald's position peaked at $340K in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.