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

Guardian Wealth Advisors (North Carolina)’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 		$917K Sell
3,392
-649
-16% -$186K 0.05% 166
2026
Q1 		$1.26M Sell
4,041
-23
-0.6% -$7.33K 0.08% 129
2025
Q4 		$1.24M Buy
4,064
+7
+0.2% +$2.14K 0.08% 132
2025
Q3 		$1.23M Buy
4,057
+94
+2% +$28.6K 0.08% 128
2025
Q2 		$1.16M Buy
3,963
+22
+0.6% +$6.78K 0.08% 123
2025
Q1 		$1.23M Buy
3,941
+20
+0.5% +$5.98K 0.1% 114
2024
Q4 		$1.14M Buy
3,921
+332
+9% +$99K 0.09% 119
2024
Q3 		$1.09M Sell
3,589
-220
-6% -$60.6K 0.12% 99
2024
Q2 		$971K Sell
3,809
-74
-2% -$19.6K 0.11% 100
2024
Q1 		$1.09M Buy
3,883
+38
+1% +$11.1K 0.13% 90
2023
Q4 		$1.14M Buy
3,845
+163
+4% +$44.4K 0.17% 80
2023
Q3 		$970K Sell
3,682
-144
-4% -$41.1K 0.16% 82
2023
Q2 		$1.14M Buy
3,826
+137
+4% +$39.8K 0.2% 70
2023
Q1 		$1.03M Buy
3,689
+406
+12% +$109K 0.18% 72
2022
Q4 		$865K Sell
3,283
-95
-3% -$25.1K 0.17% 77
2022
Q3 		$780K Buy
3,378
+203
+6% +$51.9K 0.15% 77
2022
Q2 		$784K Buy
3,175
+2,003
+171% +$493K 0.14% 79
2022
Q1 		$290K Buy
1,172
+67
+6% +$16.7K 0.13% 122
2021
Q4 		$296K Buy
+1,105
New +$279K 0.13% 123

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 (North Carolina)'s MCD Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its McDonald's (MCD) stake by 16% in Q2 2026, selling an estimated $186K and leaving 3,392 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #166.

Guardian Wealth Advisors (North Carolina) first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,392 shares of McDonald's worth $917K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 649 McDonald's shares in Q2 2026, an estimated $186K.
  • McDonald's made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #166 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s McDonald's position peaked at $1.26M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.