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LGT Financial Advisors’s McDonald's MCD Stock Holding History

LGT Financial 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 		$168K Sell
622
-45
-7% -$12.9K 0.89% 15
2026
Q1 		$207K Buy
667
+1
+0.2% +$319 1.06% 11
2025
Q4 		$203K Buy
666
+2
+0.3% +$613 1.25% 12
2025
Q3 		$202K Buy
664
+2
+0.3% +$609 0.43% 45
2025
Q2 		$193K Buy
662
+129
+24% +$39.8K 0.49% 42
2025
Q1 		$166K Sell
533
-134
-20% -$40.1K 0.51% 38
2024
Q4 		$193K Sell
667
-16
-2% -$4.77K 0.43% 43
2024
Q3 		$208K Sell
683
-645
-49% -$178K 0.51% 35
2024
Q2 		$338K Buy
1,328
+7
+0.5% +$1.86K 0.71% 32
2024
Q1 		$372K Sell
1,321
-8
-0.6% -$2.33K 0.43% 46
2023
Q4 		$394K Buy
1,329
+5
+0.4% +$1.36K 0.48% 44
2023
Q3 		$349K Buy
1,324
+21
+2% +$5.99K 0.44% 46
2023
Q2 		$389K Buy
1,303
+5
+0.4% +$1.45K 0.41% 67
2023
Q1 		$363K Buy
1,298
+6
+0.5% +$1.61K 0.68% 39
2022
Q4 		$341K Buy
+1,292
New +$341K 0.4% 52

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

LGT Financial Advisors's MCD Position: Q2 2026 in Review

LGT Financial Advisors reduced its McDonald's (MCD) stake by 6.7% in Q2 2026, selling an estimated $12.9K and leaving 622 shares worth $168K. The position accounts for 0.89% of the portfolio, ranked #15.

LGT Financial Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $394K in Q4 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • LGT Financial Advisors held 622 shares of McDonald's worth $168K as of Q2 2026.
  • LGT Financial Advisors sold 45 McDonald's shares in Q2 2026, an estimated $12.9K.
  • McDonald's made up 0.89% of LGT Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • LGT Financial Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • LGT Financial Advisors's McDonald's position peaked at $394K in Q4 2023.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.