Lugano Financial Advisors SA (LFA)’s McDonald's MCD Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$141K	Buy	520 +20	+4%	+$5.74K	0.08%	101
2026 Q1	$155K	Hold	500	–	–	0.08%	93
2025 Q4	$153K	Hold	500	–	–	0.08%	95
2025 Q3	$152K	Hold	500	–	–	0.08%	93
2025 Q2	$146K	Hold	500	–	–	0.09%	94
2025 Q1	$156K	Hold	500	–	–	0.11%	81
2024 Q4	$145K	Hold	500	–	–	0.09%	89
2024 Q3	$152K	Hold	500	–	–	0.1%	87
2024 Q2	$127K	Hold	500	–	–	0.1%	89
2024 Q1	$141K	Sell	500 -70	-12%	-$20.4K	0.1%	86
2023 Q4	$169K	Buy	570 +50	+10%	+$13.6K	0.13%	62
2023 Q3	$137K	Sell	520 -480	-48%	-$137K	0.12%	71
2023 Q2	$298K	Buy	+1,000	New	+$291K	0.2%	59

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 $3.37T AUM 44.26% 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

Lugano Financial Advisors SA (LFA)'s MCD Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $5.74K and bringing the position to 520 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #101.

Lugano Financial Advisors SA (LFA) first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $298K in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 520 shares of McDonald's worth $141K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 20 McDonald's shares in Q2 2026, an estimated $5.74K.
McDonald's made up 0.08% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #101 holding.
Lugano Financial Advisors SA (LFA) first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s McDonald's position peaked at $298K in Q2 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.