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Lodestone Wealth Management’s McDonald's MCD Stock Holding History

Lodestone Wealth Management’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 		$685K Buy
2,533
+82
+3% +$23.5K 0.24% 93
2026
Q1 		$762K Buy
2,451
+45
+2% +$14.3K 0.3% 81
2025
Q4 		$735K Sell
2,406
-2
-0.1% -$613 0.3% 77
2025
Q3 		$732K Buy
2,408
+110
+5% +$33.5K 0.33% 78
2025
Q2 		$671K Sell
2,298
-195
-8% -$60.1K 0.33% 77
2025
Q1 		$779K Buy
2,493
+71
+3% +$21.2K 0.41% 68
2024
Q4 		$702K Buy
2,422
+93
+4% +$27.7K 0.35% 74
2024
Q3 		$709K Buy
2,329
+559
+32% +$154K 0.35% 71
2024
Q2 		$451K Buy
1,770
+97
+6% +$25.7K 0.24% 101
2024
Q1 		$472K Buy
1,673
+90
+6% +$26.2K 0.25% 98
2023
Q4 		$469K Buy
1,583
+119
+8% +$32.4K 0.27% 87
2023
Q3 		$386K Buy
1,464
+178
+14% +$50.8K 0.27% 89
2023
Q2 		$384K Sell
1,286
-1
-0.1% -$291 0.26% 93
2023
Q1 		$360K Sell
1,287
-28
-2% -$7.5K 0.28% 89
2022
Q4 		$347K Buy
+1,315
New +$347K 0.28% 85

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lodestone Wealth Management's MCD Position: Q2 2026 in Review

Lodestone Wealth Management increased its McDonald's (MCD) stake by 3.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 2,533 shares worth $685K. The position accounts for 0.24% of the portfolio, ranked #93.

Lodestone Wealth Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $779K in Q1 2025. 1,428 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lodestone Wealth Management held 2,533 shares of McDonald's worth $685K as of Q2 2026.
  • Lodestone Wealth Management bought 82 McDonald's shares in Q2 2026, an estimated $23.5K.
  • McDonald's made up 0.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Lodestone Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's McDonald's position peaked at $779K in Q1 2025.
  • 1,428 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.