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

LifeGuide 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	$324K	Hold	1,200	–	–	0.09%	38
2026 Q1	$373K	Sell	1,200 -10	-0.8%	-$3.19K	0.12%	33
2025 Q4	$367K	Buy	1,210 +124	+11%	+$38K	0.12%	35
2025 Q3	$323K	Hold	1,086	–	–	0.12%	40
2025 Q2	$317K	Buy	1,086 +300	+38%	+$92.5K	0.12%	40
2025 Q1	$246K	Sell	786 -9	-1%	-$2.69K	0.1%	37
2024 Q4	$230K	Sell	795 -6	-0.7%	-$1.79K	0.1%	39
2024 Q3	$244K	Sell	801 -17	-2%	-$4.69K	0.1%	39
2024 Q2	$208K	Buy	818 +17	+2%	+$4.51K	0.1%	39
2024 Q1	$226K	Hold	801	–	–	0.11%	37
2023 Q4	$238K	Hold	801	–	–	0.13%	40
2023 Q3	$211K	Hold	801	–	–	0.12%	36
2023 Q2	$239K	Sell	801 -2	-0.2%	-$581	0.16%	34
2023 Q1	$225K	Buy	+803	New	+$215K	0.18%	30

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

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

LifeGuide Financial Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,200 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #38.

LifeGuide Financial Advisors first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $373K in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LifeGuide Financial Advisors held 1,200 shares of McDonald's worth $324K as of Q2 2026.
LifeGuide Financial Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.09% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #38 holding.
LifeGuide Financial Advisors first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
LifeGuide Financial Advisors's McDonald's position peaked at $373K in Q1 2026.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.