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 $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

LPL Financial's MCD Position: Q1 2026 in Review

LPL Financial increased its McDonald's (MCD) stake by 2.4% in Q1 2026, buying an estimated $12.2M and bringing the position to 1,612,425 shares worth $501M. The position accounts for 0.13% of the portfolio, ranked #159.

LPL Financial first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

LPL Financial held 1,612,425 shares of McDonald's worth $501M as of Q1 2026.
LPL Financial bought 38,418 McDonald's shares in Q1 2026, an estimated $12.2M.
McDonald's made up 0.13% of LPL Financial's portfolio in Q1 2026, its #159 holding.
LPL Financial first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.