Lantz Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.31M | Sell |
4,858
-111
| -2% | -$31.8K | 0.24% | 101 |
|
|
2026
Q1 | $1.54M | Buy |
4,969
+41
| +0.8% | +$13.1K | 0.32% | 87 |
|
|
2025
Q4 | $1.51M | Sell |
4,928
-389
| -7% | -$119K | 0.32% | 86 |
|
|
2025
Q3 | $1.62M | Buy |
5,317
+316
| +6% | +$96.2K | 0.36% | 81 |
|
|
2025
Q2 | $1.46M | Sell |
5,001
-635
| -11% | -$196K | 0.36% | 80 |
|
|
2025
Q1 | $1.76M | Buy |
5,636
+62
| +1% | +$18.5K | 0.48% | 62 |
|
|
2024
Q4 | $1.62M | Buy |
5,574
+152
| +3% | +$45.3K | 0.43% | 69 |
|
|
2024
Q3 | $1.65M | Buy |
5,422
+479
| +10% | +$132K | 0.45% | 68 |
|
|
2024
Q2 | $1.26M | Sell |
4,943
-129
| -3% | -$34.2K | 0.39% | 76 |
|
|
2024
Q1 | $1.43M | Buy |
5,072
+141
| +3% | +$41K | 0.46% | 66 |
|
|
2023
Q4 | $1.46M | Buy |
4,931
+43
| +0.9% | +$11.7K | 0.53% | 60 |
|
|
2023
Q3 | $1.29M | Buy |
4,888
+904
| +23% | +$258K | 0.51% | 61 |
|
|
2023
Q2 | $1.19M | Buy |
3,984
+75
| +2% | +$21.8K | 0.47% | 67 |
|
|
2023
Q1 | $1.09M | Buy |
3,909
+813
| +26% | +$218K | 0.45% | 70 |
|
|
2022
Q4 | $816K | Sell |
3,096
-98
| -3% | -$25.9K | 0.37% | 71 |
|
|
2022
Q3 | $737K | Sell |
3,194
-46
| -1% | -$11.8K | 0.38% | 68 |
|
|
2022
Q2 | $800K | Buy |
3,240
+167
| +5% | +$41.1K | 0.36% | 73 |
|
|
2022
Q1 | $760K | Sell |
3,073
-129
| -4% | -$32.1K | 0.31% | 82 |
|
|
2021
Q4 | $858K | Buy |
3,202
+161
| +5% | +$40.6K | 0.4% | 66 |
|
|
2021
Q3 | $733K | Buy |
3,041
+46
| +2% | +$11K | 0.38% | 72 |
|
|
2021
Q2 | $692K | Buy |
2,995
+20
| +0.7% | +$4.65K | 0.36% | 74 |
|
|
2021
Q1 | $667K | Buy |
2,975
+13
| +0.4% | +$2.78K | 0.38% | 65 |
|
|
2020
Q4 | $636K | Sell |
2,962
-595
| -17% | -$129K | 0.4% | 66 |
|
|
2020
Q3 | $781K | Buy |
3,557
+134
| +4% | +$27.5K | 0.53% | 54 |
|
|
2020
Q2 | $631K | Buy |
3,423
+3
| +0.1% | +$550 | 0.45% | 62 |
|
|
2020
Q1 | $565K | Sell |
3,420
-95
| -3% | -$18.7K | 0.44% | 65 |
|
|
2019
Q4 | $695K | Buy |
3,515
+33
| +0.9% | +$6.55K | 0.41% | 69 |
|
|
2019
Q3 | $718K | Sell |
3,482
-39
| -1% | -$8.36K | 0.48% | 70 |
|
|
2019
Q2 | $738K | Sell |
3,521
-70
| -2% | -$13.9K | 0.5% | 64 |
|
|
2019
Q1 | $682K | Buy |
+3,591
| New | +$652K | 0.49% | 62 |
|
Other funds holding MCD
Lantz Financial's MCD Position: Q2 2026 in Review
Lantz Financial reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $31.8K and leaving 4,858 shares worth $1.31M. The position accounts for 0.24% of the portfolio, ranked #101.
Lantz Financial first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.76M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Lantz Financial held 4,858 shares of McDonald's worth $1.31M as of Q2 2026.
- Lantz Financial sold 111 McDonald's shares in Q2 2026, an estimated $31.8K.
- McDonald's made up 0.24% of Lantz Financial's portfolio in Q2 2026, its #101 holding.
- Lantz Financial first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's McDonald's position peaked at $1.76M in Q1 2025.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.