LA
MCD icon

Lifeworks Advisors’s McDonald's MCD Stock Holding History

Lifeworks 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 		$714K Buy
2,641
+737
+39% +$211K 0.07% 167
2026
Q1 		$592K Sell
1,904
-46
-2% -$14.7K 0.08% 177
2025
Q4 		$596K Buy
1,950
+154
+9% +$47.2K 0.08% 193
2025
Q3 		$546K Sell
1,796
-25
-1% -$7.61K 0.07% 197
2025
Q2 		$532K Sell
1,821
-215
-11% -$66.3K 0.08% 186
2025
Q1 		$636K Buy
2,036
+241
+13% +$72.1K 0.11% 163
2024
Q4 		$520K Buy
+1,795
New +$535K 0.09% 165

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

Lifeworks Advisors's MCD Position: Q2 2026 in Review

Lifeworks Advisors increased its McDonald's (MCD) stake by 39% in Q2 2026, buying an estimated $211K and bringing the position to 2,641 shares worth $714K. The position accounts for 0.07% of the portfolio, ranked #167.

Lifeworks Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lifeworks Advisors held 2,641 shares of McDonald's worth $714K as of Q2 2026.
  • Lifeworks Advisors bought 737 McDonald's shares in Q2 2026, an estimated $211K.
  • McDonald's made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #167 holding.
  • Lifeworks Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.