GWAM
MCD icon

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
Q2 		$252K Buy
933
+28
+3% +$8.03K 0.13% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s MCD Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its McDonald's (MCD) stake by 3.1% in Q2 2026, buying an estimated $8.03K and bringing the position to 933 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #61.

Guardian Wealth Advisors (Minnesota) first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $340K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 933 shares of McDonald's worth $252K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
  • McDonald's made up 0.13% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #61 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s McDonald's position peaked at $340K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.