LBMC Investment Advisors’s McDonald's MCD Stock Holding History

LBMC Investment 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	$306K	Sell	1,131 -3	-0.3%	-$860	0.02%	201
2026 Q1	$352K	Buy	1,134 +49	+5%	+$15.6K	0.02%	185
2025 Q4	$332K	Buy	1,085 +1	+0.1%	+$306	0.02%	175
2025 Q3	$329K	Sell	1,084 -717	-40%	-$218K	0.02%	186
2025 Q2	$526K	Buy	1,801 +5	+0.3%	+$1.54K	0.04%	122
2025 Q1	$561K	Buy	1,796 +2	+0.1%	+$598	0.04%	113
2024 Q4	$520K	Buy	1,794 +5	+0.3%	+$1.49K	0.04%	115
2024 Q3	$545K	Buy	1,789 +336	+23%	+$92.6K	0.04%	109
2024 Q2	$370K	Buy	1,453 +5	+0.3%	+$1.33K	0.03%	121
2024 Q1	$408K	Buy	1,448 +5	+0.3%	+$1.45K	0.04%	115
2023 Q4	$428K	Sell	1,443 -10	-0.7%	-$2.72K	0.04%	106
2023 Q3	$370K	Buy	1,453 +20	+1%	+$5.7K	0.04%	109
2023 Q2	$428K	Buy	1,433 +4	+0.3%	+$1.16K	0.04%	106
2023 Q1	$400K	Buy	1,429 +5	+0.4%	+$1.34K	0.04%	109
2022 Q4	$375K	Buy	1,424 +4	+0.3%	+$1.05K	0.04%	107
2022 Q3	$328K	Buy	1,420 +5	+0.4%	+$1.28K	0.04%	107
2022 Q2	$349K	Sell	1,415 -30	-2%	-$7.39K	0.04%	101
2022 Q1	$357K	Sell	1,445 -31	-2%	-$7.72K	0.03%	108
2021 Q4	$396K	Sell	1,476 -948	-39%	-$239K	0.03%	111
2021 Q3	$355	Buy	2,424 +906	+60%	+$216K	0.03%	112
2021 Q2	$351K	Buy	1,518 +208	+16%	+$48.4K	0.03%	109
2021 Q1	$294K	Buy	1,310 +5	+0.4%	+$1.07K	0.03%	105
2020 Q4	$280K	Buy	1,305 +5	+0.4%	+$1.09K	0.03%	100
2020 Q3	$285K	Buy	1,300 +4	+0.3%	+$821	0.04%	91
2020 Q2	$239K	Buy	+1,296	New	+$238K	0.04%	87
2017 Q2	–	Sell	-3,389	Closed	-$439K	–	75
2017 Q1	$439K	Sell	3,389 -91	-3%	-$11.4K	0.08%	55
2016 Q4	$424K	Buy	3,480 +122	+4%	+$14.3K	0.08%	56
2016 Q3	$387K	Buy	3,358 +19	+0.6%	+$2.25K	0.07%	60
2016 Q2	$402K	Buy	3,339 +18	+0.5%	+$2.25K	0.08%	49
2016 Q1	$417K	Buy	3,321 +18	+0.5%	+$2.15K	0.09%	48
2015 Q4	$390K	Buy	3,303 +19	+0.6%	+$2.12K	0.08%	46
2015 Q3	$324K	Buy	3,284 +35	+1%	+$3.41K	0.07%	50
2015 Q2	$309K	Buy	3,249 +22	+0.7%	+$2.13K	0.07%	48
2015 Q1	$314K	Hold	3,227	–	–	0.07%	47
2014 Q4	$302K	Hold	3,227	–	–	0.07%	50
2014 Q3	$306K	Hold	3,227	–	–	0.07%	43
2014 Q2	$325K	Sell	3,227 -171	-5%	-$17.3K	0.09%	39
2014 Q1	$333K	Buy	3,398 +171	+5%	+$16.4K	0.08%	38
2013 Q4	$313K	Hold	3,227	–	–	0.08%	40
2013 Q3	$310K	Hold	3,227	–	–	0.09%	40
2013 Q2	$319K	Buy	+3,227	New	+$323K	0.11%	36

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LBMC Investment Advisors's MCD Position: Q2 2026 in Review

LBMC Investment Advisors reduced its McDonald's (MCD) stake by 0.26% in Q2 2026, selling an estimated $860 and leaving 1,131 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #201.

LBMC Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 41 quarters since. The position peaked at $561K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LBMC Investment Advisors held 1,131 shares of McDonald's worth $306K as of Q2 2026.
LBMC Investment Advisors sold 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #201 holding.
LBMC Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 41 quarters since.
LBMC Investment Advisors's McDonald's position peaked at $561K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.