Lodestone Wealth Management
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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
Q3 		$630K Buy
2,728
+195
+8% +$51.3K 0.21% 99
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Lodestone Wealth Management's MCD Position: Q3 2026 in Review

Lodestone Wealth Management increased its McDonald's (MCD) stake by 7.7% in Q3 2026, buying an estimated $51.3K and bringing the position to 2,728 shares worth $630K. The position accounts for 0.21% of the portfolio, ranked #99.

Lodestone Wealth Management first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $779K in Q1 2025. 2,788 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Lodestone Wealth Management held 2,728 shares of McDonald's worth $630K as of Q3 2026.
  • Lodestone Wealth Management bought 195 McDonald's shares in Q3 2026, an estimated $51.3K.
  • McDonald's made up 0.21% of Lodestone Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Lodestone Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's McDonald's position peaked at $779K in Q1 2025.
  • 2,788 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.