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LMG Wealth Partners’s McDonald's MCD Stock Holding History

LMG Wealth Partners’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 		$5.49M Buy
20,313
+1,607
+9% +$461K 0.88% 37
2026
Q1 		$5.81M Buy
18,706
+555
+3% +$177K 1.06% 32
2025
Q4 		$5.55M Sell
18,151
-1,057
-6% -$324K 1.04% 33
2025
Q3 		$5.84M Buy
19,208
+151
+0.8% +$46K 1.09% 30
2025
Q2 		$5.57M Buy
19,057
+455
+2% +$140K 1.14% 30
2025
Q1 		$5.81M Buy
18,602
+123
+0.7% +$36.8K 1.29% 26
2024
Q4 		$5.36M Buy
18,479
+401
+2% +$120K 1.17% 32
2024
Q3 		$5.5M Buy
18,078
+710
+4% +$196K 1.26% 30
2024
Q2 		$4.43M Buy
17,368
+895
+5% +$237K 1.1% 32
2024
Q1 		$4.64M Sell
16,473
-816
-5% -$237K 1.17% 31
2023
Q4 		$5.13M Buy
17,289
+1,024
+6% +$279K 1.42% 28
2023
Q3 		$4.28M Buy
16,265
+825
+5% +$235K 1.31% 30
2023
Q2 		$4.61M Buy
15,440
+415
+3% +$121K 1.41% 29
2023
Q1 		$4.2M Buy
15,025
+1,406
+10% +$377K 1.36% 30
2022
Q4 		$3.73M Buy
+13,619
New +$3.59M 1.23% 31

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 $3.38T AUM 44.17% 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

LMG Wealth Partners's MCD Position: Q2 2026 in Review

LMG Wealth Partners increased its McDonald's (MCD) stake by 8.6% in Q2 2026, buying an estimated $461K and bringing the position to 20,313 shares worth $5.49M. The position accounts for 0.88% of the portfolio, ranked #37.

LMG Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.84M in Q3 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • LMG Wealth Partners held 20,313 shares of McDonald's worth $5.49M as of Q2 2026.
  • LMG Wealth Partners bought 1,607 McDonald's shares in Q2 2026, an estimated $461K.
  • McDonald's made up 0.88% of LMG Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • LMG Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's McDonald's position peaked at $5.84M in Q3 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.