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Lineweaver Wealth Advisors’s McDonald's MCD Stock Holding History

Lineweaver Wealth 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 		$4.35M Buy
16,078
+1,483
+10% +$425K 0.51% 45
2026
Q1 		$4.54M Buy
14,595
+313
+2% +$99.7K 0.61% 37
2025
Q4 		$4.37M Buy
14,282
+1,334
+10% +$409K 0.59% 37
2025
Q3 		$3.93M Buy
12,948
+987
+8% +$300K 0.58% 36
2025
Q2 		$3.49M Sell
11,961
-273
-2% -$84.2K 0.55% 37
2025
Q1 		$3.82M Buy
12,234
+1,055
+9% +$316K 0.65% 33
2024
Q4 		$3.24M Buy
11,179
+1,583
+16% +$472K 0.6% 35
2024
Q3 		$2.93M Sell
9,596
-84
-0.9% -$23.2K 0.56% 39
2024
Q2 		$2.47M Buy
9,680
+1,159
+14% +$307K 0.51% 39
2024
Q1 		$2.4M Buy
8,521
+456
+6% +$133K 0.57% 36
2023
Q4 		$2.39M Buy
8,065
+75
+0.9% +$20.4K 0.62% 34
2023
Q3 		$2.11M Sell
7,990
-65
-0.8% -$18.5K 0.61% 31
2023
Q2 		$2.4M Buy
8,055
+150
+2% +$43.6K 0.69% 29
2023
Q1 		$2.21M Buy
7,905
+383
+5% +$103K 0.68% 31
2022
Q4 		$1.98M Sell
7,522
-235
-3% -$62K 0.6% 40
2022
Q3 		$1.79M Buy
7,757
+453
+6% +$116K 0.58% 39
2022
Q2 		$1.8M Buy
7,304
+191
+3% +$47K 0.6% 34
2022
Q1 		$1.76M Buy
7,113
+1,499
+27% +$373K 0.5% 40
2021
Q4 		$1.5M Buy
5,614
+2,438
+77% +$616K 0.43% 42
2021
Q3 		$765K Buy
3,176
+297
+10% +$70.9K 0.23% 63
2021
Q2 		$665K Buy
2,879
+38
+1% +$8.84K 0.22% 59
2021
Q1 		$636K Buy
2,841
+224
+9% +$47.9K 0.23% 58
2020
Q4 		$561K Buy
2,617
+63
+2% +$13.7K 0.22% 50
2020
Q3 		$560K Sell
2,554
-54
-2% -$11.1K 0.25% 48
2020
Q2 		$481K Buy
2,608
+132
+5% +$24.2K 0.24% 44
2020
Q1 		$399K Sell
2,476
-49
-2% -$9.65K 0.25% 45
2019
Q4 		$499K Buy
+2,525
New +$501K 0.28% 35

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

Lineweaver Wealth Advisors's MCD Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its McDonald's (MCD) stake by 10% in Q2 2026, buying an estimated $425K and bringing the position to 16,078 shares worth $4.35M. The position accounts for 0.51% of the portfolio, ranked #45.

Lineweaver Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.54M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lineweaver Wealth Advisors held 16,078 shares of McDonald's worth $4.35M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,483 McDonald's shares in Q2 2026, an estimated $425K.
  • McDonald's made up 0.51% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Lineweaver Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Lineweaver Wealth Advisors's McDonald's position peaked at $4.54M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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