LPL Financial’s McDonald's MCD Stock Holding History

LPL Financial’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
2025 Q3	–	Sell	-2,000	Closed	-$584K	–	5912
2025 Q2	$584K	Buy	+2,000	New	+$617K	﹤0.01%	4251

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPL Financial's MCD Position: Q2 2026 in Review

LPL Financial increased its McDonald's (MCD) stake by 4.7% in Q2 2026, buying an estimated $21.9M and bringing the position to 1,688,819 shares worth $457M. The position accounts for 0.1% of the portfolio, ranked #206.

LPL Financial first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $501M in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LPL Financial held 1,688,819 shares of McDonald's worth $457M as of Q2 2026.
LPL Financial bought 76,394 McDonald's shares in Q2 2026, an estimated $21.9M.
McDonald's made up 0.1% of LPL Financial's portfolio in Q2 2026, its #206 holding.
LPL Financial first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
LPL Financial's McDonald's position peaked at $501M in Q1 2026.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.