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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

LMG Wealth Partners's MCD Position: Q1 2026 in Review

LMG Wealth Partners increased its McDonald's (MCD) stake by 3.1% in Q1 2026, buying an estimated $177K and bringing the position to 18,706 shares worth $5.81M. The position accounts for 1.06% of the portfolio, ranked #32.

LMG Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.84M in Q3 2025. 3,570 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

LMG Wealth Partners held 18,706 shares of McDonald's worth $5.81M as of Q1 2026.
LMG Wealth Partners bought 555 McDonald's shares in Q1 2026, an estimated $177K.
McDonald's made up 1.06% of LMG Wealth Partners's portfolio in Q1 2026, its #32 holding.
LMG Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's McDonald's position peaked at $5.84M in Q3 2025.
3,570 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.