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Live Oak Private Wealth’s McDonald's MCD Stock Holding History

Live Oak Private Wealth’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 		$1M Sell
3,707
-4
-0.1% -$1.15K 0.13% 112
2026
Q1 		$1.15M Buy
3,711
+543
+17% +$173K 0.16% 94
2025
Q4 		$968K Hold
3,168
– – 0.13% 102
2025
Q3 		$963K Hold
3,168
– – 0.13% 105
2025
Q2 		$926K Sell
3,168
-49
-2% -$15.1K 0.14% 105
2025
Q1 		$1M Sell
3,217
-29
-0.9% -$8.67K 0.16% 98
2024
Q4 		$941K Buy
3,246
+17
+0.5% +$5.07K 0.16% 98
2024
Q3 		$983K Hold
3,229
– – 0.16% 92
2024
Q2 		$823K Buy
3,229
+13
+0.4% +$3.45K 0.14% 99
2024
Q1 		$907K Sell
3,216
-4
-0.1% -$1.16K 0.16% 93
2023
Q4 		$955K Buy
3,220
+30
+0.9% +$8.16K 0.18% 89
2023
Q3 		$840K Sell
3,190
-32
-1% -$9.13K 0.18% 87
2023
Q2 		$961K Buy
3,222
+58
+2% +$16.9K 0.19% 83
2023
Q1 		$885K Buy
3,164
+104
+3% +$27.9K 0.18% 88
2022
Q4 		$806K Hold
3,060
– – 0.17% 95
2022
Q3 		$706K Hold
3,060
– – 0.16% 95
2022
Q2 		$755K Buy
3,060
+617
+25% +$152K 0.16% 99
2022
Q1 		$604K Buy
2,443
+1,100
+82% +$274K 0.12% 114
2021
Q4 		$360K Hold
1,343
– – 0.07% 142
2021
Q3 		$324K Buy
1,343
+372
+38% +$88.8K 0.07% 148
2021
Q2 		$224K Hold
971
– – 0.05% 152
2021
Q1 		$218K Sell
971
-69
-7% -$14.8K 0.05% 143
2020
Q4 		$223K Buy
1,040
+23
+2% +$5K 0.06% 136
2020
Q3 		$223K Sell
1,017
-158
-13% -$32.4K 0.08% 121
2020
Q2 		$217K Buy
+1,175
New +$215K 0.08% 123

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

Live Oak Private Wealth's MCD Position: Q2 2026 in Review

Live Oak Private Wealth reduced its McDonald's (MCD) stake by 0.11% in Q2 2026, selling an estimated $1.15K and leaving 3,707 shares worth $1M. The position accounts for 0.13% of the portfolio, ranked #112.

Live Oak Private Wealth first reported a position in MCD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Live Oak Private Wealth held 3,707 shares of McDonald's worth $1M as of Q2 2026.
  • Live Oak Private Wealth sold 4 McDonald's shares in Q2 2026, an estimated $1.15K.
  • McDonald's made up 0.13% of Live Oak Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Live Oak Private Wealth first reported a position in McDonald's in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's McDonald's position peaked at $1.15M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.