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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Lifeworks Advisors's MCD Position: Q1 2026 in Review

Lifeworks Advisors reduced its McDonald's (MCD) stake by 2.4% in Q1 2026, selling an estimated $14.7K and leaving 1,904 shares worth $592K. The position accounts for 0.08% of the portfolio, ranked #177.

Lifeworks Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $636K in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Lifeworks Advisors held 1,904 shares of McDonald's worth $592K as of Q1 2026.
  • Lifeworks Advisors sold 46 McDonald's shares in Q1 2026, an estimated $14.7K.
  • McDonald's made up 0.08% of Lifeworks Advisors's portfolio in Q1 2026, its #177 holding.
  • Lifeworks Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Lifeworks Advisors's McDonald's position peaked at $636K in Q1 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.