Safeguard Investment Advisory Group’s McDonald's MCD Stock Holding History

Safeguard Investment Advisory Group’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	$235K	Sell	870 -10	-1%	-$2.87K	0.05%	150
2026 Q1	$274K	Sell	880 -88	-9%	-$28K	0.08%	105
2025 Q4	$296K	Sell	968 -604	-38%	-$185K	0.08%	102
2025 Q3	$478K	Sell	1,572 -26	-2%	-$7.91K	0.12%	80
2025 Q2	$467K	Buy	1,598 +79	+5%	+$24.4K	0.12%	79
2025 Q1	$476K	Buy	1,519 +543	+56%	+$162K	0.13%	72
2024 Q4	$283K	Sell	976 -54	-5%	-$16.1K	0.08%	90
2024 Q3	$314K	Buy	+1,030	New	+$284K	0.09%	81
2021 Q1	–	Sell	-525	Closed	-$112K	–	446
2020 Q4	$112K	Buy	+525	New	+$114K	0.1%	108

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

Safeguard Investment Advisory Group's MCD Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $2.87K and leaving 870 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #150.

Safeguard Investment Advisory Group first reported a position in MCD in Q4 2020 and has held it in 9 quarters since. The position peaked at $478K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Safeguard Investment Advisory Group held 870 shares of McDonald's worth $235K as of Q2 2026.
Safeguard Investment Advisory Group sold 10 McDonald's shares in Q2 2026, an estimated $2.87K.
McDonald's made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #150 holding.
Safeguard Investment Advisory Group first reported a position in McDonald's in Q4 2020 and has held it in 9 quarters since.
Safeguard Investment Advisory Group's McDonald's position peaked at $478K in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.