LifeSteps Financial’s McDonald's MCD Stock Holding History

LifeSteps Financial’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	$309K	Sell	1,144 -3	-0.3%	-$860	0.14%	79
2026 Q1	$356K	Sell	1,147 -7	-0.6%	-$2.23K	0.23%	68
2025 Q4	$353K	Buy	1,154 +16	+1%	+$4.9K	0.23%	66
2025 Q3	$346K	Buy	1,138 +50	+5%	+$15.2K	0.22%	68
2025 Q2	$318K	Buy	1,088 +30	+3%	+$9.25K	0.22%	71
2025 Q1	$330K	Sell	1,058 -47	-4%	-$14.1K	0.27%	62
2024 Q4	$320K	Sell	1,105 -14	-1%	-$4.17K	0.25%	60
2024 Q3	$341K	Sell	1,119 -296	-21%	-$81.6K	0.27%	58
2024 Q2	$361K	Hold	1,415	–	–	0.3%	55
2024 Q1	$399K	Hold	1,415	–	–	0.3%	53
2023 Q4	$419K	Buy	+1,415	New	+$385K	0.37%	50
2021 Q4	–	Sell	-934	Closed	-$225K	–	82
2021 Q3	$225K	Hold	934	–	–	0.17%	80
2021 Q2	$216K	Hold	934	–	–	0.17%	81
2021 Q1	$209K	Hold	934	–	–	0.17%	83
2020 Q4	$200K	Sell	934 -200	-18%	-$43.5K	0.18%	83
2020 Q3	$249K	Sell	1,134 -84	-7%	-$17.2K	0.26%	64
2020 Q2	$225K	Buy	+1,218	New	+$223K	0.26%	64

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LifeSteps Financial's MCD Position: Q2 2026 in Review

LifeSteps Financial reduced its McDonald's (MCD) stake by 0.26% in Q2 2026, selling an estimated $860 and leaving 1,144 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #79.

LifeSteps Financial first reported a position in MCD in Q2 2020 and has held it in 17 quarters since. The position peaked at $419K in Q4 2023. 1,513 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LifeSteps Financial held 1,144 shares of McDonald's worth $309K as of Q2 2026.
LifeSteps Financial sold 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.14% of LifeSteps Financial's portfolio in Q2 2026, its #79 holding.
LifeSteps Financial first reported a position in McDonald's in Q2 2020 and has held it in 17 quarters since.
LifeSteps Financial's McDonald's position peaked at $419K in Q4 2023.
1,513 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.