Lakeshore Financial Planning’s McDonald's MCD Stock Holding History

Lakeshore Financial Planning’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	$608K	Sell	2,249 -99	-4%	-$28.4K	0.2%	37
2026 Q1	$730K	Sell	2,348 -1	-0%	-$319	0.26%	32
2025 Q4	$718K	Sell	2,349 -86	-4%	-$26.3K	0.26%	30
2025 Q3	$740K	Sell	2,435 -10	-0.4%	-$3.04K	0.27%	29
2025 Q2	$714K	Buy	2,445 +15	+0.6%	+$4.62K	0.29%	29
2025 Q1	$759K	Sell	2,430 -97	-4%	-$29K	0.32%	25
2024 Q4	$733K	Buy	2,527 +47	+2%	+$14K	0.31%	23
2024 Q3	$755K	Sell	2,480 -30	-1%	-$8.27K	0.33%	22
2024 Q2	$640K	Sell	2,510 -20	-0.8%	-$5.31K	0.31%	22
2024 Q1	$713K	Sell	2,530 -71	-3%	-$20.6K	0.36%	21
2023 Q4	$771K	Sell	2,601 -2,033	-44%	-$553K	0.43%	19
2023 Q3	$1.22M	Buy	+4,634	New	+$1.32M	0.7%	20

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lakeshore Financial Planning's MCD Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $28.4K and leaving 2,249 shares worth $608K. The position accounts for 0.2% of the portfolio, ranked #37.

Lakeshore Financial Planning first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lakeshore Financial Planning held 2,249 shares of McDonald's worth $608K as of Q2 2026.
Lakeshore Financial Planning sold 99 McDonald's shares in Q2 2026, an estimated $28.4K.
McDonald's made up 0.2% of Lakeshore Financial Planning's portfolio in Q2 2026, its #37 holding.
Lakeshore Financial Planning first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's McDonald's position peaked at $1.22M in Q3 2023.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.