LWANC
MCD icon

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

Laurel 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 		$5.42M Sell
20,036
-8
-0% -$2.29K 0.52% 42
2026
Q1 		$5.53M Buy
20,044
+308
+2% +$98.1K 0.55% 39
2025
Q4 		$6.03M Sell
19,736
-15
-0.1% -$4.59K 0.8% 34
2025
Q3 		$6M Buy
19,751
+113
+0.6% +$34.4K 0.84% 32
2025
Q2 		$5.74M Buy
19,638
+177
+0.9% +$54.6K 0.86% 32
2025
Q1 		$6.08M Sell
19,461
-347
-2% -$104K 0.95% 28
2024
Q4 		$5.74M Buy
19,808
+260
+1% +$77.5K 0.9% 28
2024
Q3 		$5.95M Buy
19,548
+295
+2% +$81.3K 0.95% 29
2024
Q2 		$4.91M Sell
19,253
-724
-4% -$192K 0.85% 30
2024
Q1 		$5.63M Buy
19,977
+186
+0.9% +$54.1K 0.96% 28
2023
Q4 		$5.87M Buy
19,791
+395
+2% +$108K 1.11% 26
2023
Q3 		$5.11M Sell
19,396
-882
-4% -$252K 1.08% 27
2023
Q2 		$6.05M Sell
20,278
-548
-3% -$159K 1.21% 22
2023
Q1 		$5.82M Buy
20,826
+1,212
+6% +$325K 1.23% 24
2022
Q4 		$5.17M Buy
19,614
+313
+2% +$82.6K 1.17% 25
2022
Q3 		$4.45M Sell
19,301
-131
-0.7% -$33.5K 1.11% 26
2022
Q2 		$4.8M Sell
19,432
-39
-0.2% -$9.61K 1.16% 24
2022
Q1 		$4.82M Sell
19,471
-110
-0.6% -$27.4K 1.01% 29
2021
Q4 		$5.25M Buy
19,581
+122
+0.6% +$30.8K 1.08% 27
2021
Q3 		$4.69M Sell
19,459
-544
-3% -$130K 1.04% 29
2021
Q2 		$4.62M Buy
20,003
+261
+1% +$60.7K 1% 29
2021
Q1 		$4.42M Buy
19,742
+551
+3% +$118K 1.07% 26
2020
Q4 		$4.12M Buy
19,191
+646
+3% +$140K 1.07% 26
2020
Q3 		$4.07M Buy
18,545
+326
+2% +$66.9K 1.22% 25
2020
Q2 		$3.36M Buy
18,219
+367
+2% +$67.3K 1.1% 27
2020
Q1 		$2.95M Buy
17,852
+1,226
+7% +$242K 1.11% 27
2019
Q4 		$3.29M Buy
16,626
+367
+2% +$72.8K 1.03% 26
2019
Q3 		$3.49M Sell
16,259
-173
-1% -$37.1K 1.19% 22
2019
Q2 		$3.41M Sell
16,432
-64
-0.4% -$12.7K 1.2% 22
2019
Q1 		$3.13M Buy
16,496
+221
+1% +$40.1K 1.15% 26
2018
Q4 		$2.89M Buy
+16,275
New +$2.89M 1.16% 22

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina) reduced its McDonald's (MCD) stake by 0.04% in Q2 2026, selling an estimated $2.29K and leaving 20,036 shares worth $5.42M. The position accounts for 0.52% of the portfolio, ranked #42.

Laurel Wealth Advisors (North Carolina) first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.08M in Q1 2025. 631 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 20,036 shares of McDonald's worth $5.42M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.52% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #42 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s McDonald's position peaked at $6.08M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.