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Lantern Wealth Advisors’s McDonald's MCD Stock Holding History

Lantern Wealth Advisors’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 		$428K Buy
1,585
+16
+1% +$4.59K 0.2% 117
2026
Q1 		$488K Sell
1,569
-347
-18% -$111K 0.25% 105
2025
Q4 		$586K Buy
1,916
+25
+1% +$7.66K 0.31% 82
2025
Q3 		$575K Buy
+1,891
New +$576K 0.3% 82

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

Lantern Wealth Advisors's MCD Position: Q2 2026 in Review

Lantern Wealth Advisors increased its McDonald's (MCD) stake by 1% in Q2 2026, buying an estimated $4.59K and bringing the position to 1,585 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #117.

Lantern Wealth Advisors first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $586K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lantern Wealth Advisors held 1,585 shares of McDonald's worth $428K as of Q2 2026.
  • Lantern Wealth Advisors bought 16 McDonald's shares in Q2 2026, an estimated $4.59K.
  • McDonald's made up 0.2% of Lantern Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Lantern Wealth Advisors first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Lantern Wealth Advisors's McDonald's position peaked at $586K in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.