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

Ledgewood 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	$216K	Hold	800	–	–	0.11%	68
2026 Q1	$249K	Hold	800	–	–	0.14%	65
2025 Q4	$245K	Hold	800	–	–	0.14%	65
2025 Q3	$243K	Hold	800	–	–	0.14%	66
2025 Q2	$234K	Hold	800	–	–	0.15%	63
2025 Q1	$250K	Hold	800	–	–	0.16%	59
2024 Q4	$232K	Hold	800	–	–	0.15%	63
2024 Q3	$244K	Hold	800	–	–	0.16%	60
2024 Q2	$204K	Hold	800	–	–	0.18%	57
2024 Q1	$226K	Hold	800	–	–	0.21%	52
2023 Q4	$237K	Buy	+800	New	+$218K	0.22%	51

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

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

Ledgewood Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 800 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #68.

Ledgewood Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $250K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ledgewood Wealth Advisors held 800 shares of McDonald's worth $216K as of Q2 2026.
Ledgewood Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Ledgewood Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's McDonald's position peaked at $250K in Q1 2025.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.