Carnegie Lake Advisors’s McDonald's MCD Stock Holding History

Carnegie Lake Advisors’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 Q3	$1.39M	Hold	6,024	–	–	0.51%	44
2026 Q2	$1.63M	Sell	6,024 -200	-3%	-$57.3K	0.61%	40
2026 Q1	$1.93M	Sell	6,224 -25	-0.4%	-$7.96K	0.77%	36
2025 Q4	$1.91M	Hold	6,249	–	–	0.73%	34
2025 Q3	$1.9M	Sell	6,249 -500	-7%	-$152K	0.73%	34
2025 Q2	$1.97M	Hold	6,749	–	–	0.78%	34
2025 Q1	$2.11M	Hold	6,749	–	–	0.86%	32
2024 Q4	$1.96M	Hold	6,749	–	–	0.79%	35
2024 Q3	$2.06M	Buy	+6,749	New	+$1.86M	0.81%	34

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Carnegie Lake Advisors's MCD Position: Q3 2026 in Review

Carnegie Lake Advisors held its McDonald's (MCD) position steady in Q3 2026 at 6,024 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #44.

Carnegie Lake Advisors first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q1 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Carnegie Lake Advisors held 6,024 shares of McDonald's worth $1.39M as of Q3 2026.
Carnegie Lake Advisors left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.51% of Carnegie Lake Advisors's portfolio in Q3 2026, its #44 holding.
Carnegie Lake Advisors first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
Carnegie Lake Advisors's McDonald's position peaked at $2.11M in Q1 2025.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Carnegie Lake Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.