Lifestyle Asset Management’s McDonald's MCD Stock Holding History

Lifestyle Asset Management’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	$275K	Sell	1,017 -38	-4%	-$10.9K	0.07%	121
2026 Q1	$328K	Buy	1,055 +104	+11%	+$33.1K	0.11%	111
2025 Q4	$291K	Buy	951 +63	+7%	+$19.3K	0.09%	116
2025 Q3	$270K	Buy	888 +104	+13%	+$31.7K	0.09%	119
2025 Q2	$229K	Sell	784 -12	-2%	-$3.7K	0.11%	118
2025 Q1	$249K	Buy	796 +6	+0.8%	+$1.79K	0.14%	95
2024 Q4	$229K	Buy	790 +54	+7%	+$16.1K	0.12%	95
2024 Q3	$224K	Buy	+736	New	+$203K	0.12%	94
2024 Q2	–	Sell	-720	Closed	-$203K	–	104
2024 Q1	$203K	Sell	720 -354	-33%	-$103K	0.12%	103
2023 Q4	$318K	Sell	1,074 -28	-3%	-$7.62K	0.18%	55
2023 Q3	$290K	Buy	1,102 +245	+29%	+$69.9K	0.18%	54
2023 Q2	$256K	Sell	857 -45	-5%	-$13.1K	0.15%	58
2023 Q1	$252K	Buy	902 +50	+6%	+$13.4K	0.17%	53
2022 Q4	$225K	Buy	+852	New	+$225K	0.18%	59

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lifestyle Asset Management's MCD Position: Q2 2026 in Review

Lifestyle Asset Management reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $10.9K and leaving 1,017 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #121.

Lifestyle Asset Management first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $328K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lifestyle Asset Management held 1,017 shares of McDonald's worth $275K as of Q2 2026.
Lifestyle Asset Management sold 38 McDonald's shares in Q2 2026, an estimated $10.9K.
McDonald's made up 0.07% of Lifestyle Asset Management's portfolio in Q2 2026, its #121 holding.
Lifestyle Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Lifestyle Asset Management's McDonald's position peaked at $328K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.