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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return