SEC 13F Intelligence

Lgt Financial Advisors LLC / MCD

Lgt Financial Advisors LLC’s Mcdonalds Corp Position

Does Lgt Financial Advisors LLC own Mcdonalds Corp (MCD)? Yes667 shares worth $207,445 (+1.06% of its 13F portfolio) as of Q1 2026, up from 666 shares the prior filed quarter.

Position Value
$207,445
Q1 2026
Shares
667
% of Portfolio
+1.06%
Quarters Held
14
currently held

Position History MCD

Reported value by quarter
Q4 ’22: $340,553Q4 ’22Q1 ’23: $362,932Q2 ’23: $388,896Q2 ’23Q3 ’23: $348,693Q4 ’23: $394,179Q4 ’23Q1 ’24: $372,277Q2 ’24: $338,213Q2 ’24Q3 ’24: $207,795Q4 ’24: $193,271Q4 ’24Q1 ’25: $166,467Q2 ’25: $193,288Q2 ’25Q3 ’25: $201,641Q4 ’25: $203,408Q4 ’25Q1 ’26: $207,445filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026667$207,445+1.06%
Q4 2025666$203,408+1.25%
Q3 2025664$201,641+0.43%
Q2 2025662$193,288+0.49%
Q1 2025533$166,467+0.51%
Q4 2024667$193,271+0.43%
Q3 2024683$207,795+0.51%
Q2 20241.3K$338,213+0.71%
Q1 20241.3K$372,277+0.43%
Q4 20231.3K$394,179+0.48%
Q3 20231.3K$348,693+0.44%
Q2 20231.3K$388,896+0.41%
Q1 20231.3K$362,932+0.68%
Q4 20221.3K$340,553+0.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lgt Financial Advisors LLC’s full portfolio or all institutional holders of MCD.