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Lakeridge Wealth Management’s McDonald's MCD Stock Holding History

Lakeridge Wealth Management’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 		$643K Sell
2,378
-39
-2% -$11.2K 0.24% 85
2026
Q1 		$751K Buy
2,417
+4
+0.2% +$1.27K 0.32% 64
2025
Q4 		$738K Buy
2,413
+12
+0.5% +$3.67K 0.34% 59
2025
Q3 		$730K Sell
2,401
-149
-6% -$45.3K 0.32% 55
2025
Q2 		$745K Buy
2,550
+3
+0.1% +$925 0.34% 49
2025
Q1 		$796K Buy
2,547
+36
+1% +$10.8K 0.4% 47
2024
Q4 		$728K Hold
2,511
– – 0.38% 45
2024
Q3 		$765K Buy
2,511
+10
+0.4% +$2.76K 0.42% 42
2024
Q2 		$637K Sell
2,501
-219
-8% -$58.1K 0.38% 51
2024
Q1 		$767K Sell
2,720
-159
-6% -$46.2K 0.5% 39
2023
Q4 		$854K Buy
+2,879
New +$784K 0.62% 34

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

Lakeridge Wealth Management's MCD Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $11.2K and leaving 2,378 shares worth $643K. The position accounts for 0.24% of the portfolio, ranked #85.

Lakeridge Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $854K in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lakeridge Wealth Management held 2,378 shares of McDonald's worth $643K as of Q2 2026.
  • Lakeridge Wealth Management sold 39 McDonald's shares in Q2 2026, an estimated $11.2K.
  • McDonald's made up 0.24% of Lakeridge Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Lakeridge Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's McDonald's position peaked at $854K in Q4 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.