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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Carnegie Lake Advisors's MCD Position: Q1 2026 in Review

Carnegie Lake Advisors reduced its McDonald's (MCD) stake by 0.4% in Q1 2026, selling an estimated $7.96K and leaving 6,224 shares worth $1.93M. The position accounts for 0.77% of the portfolio, ranked #36.

Carnegie Lake Advisors first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.11M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Carnegie Lake Advisors held 6,224 shares of McDonald's worth $1.93M as of Q1 2026.
  • Carnegie Lake Advisors sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
  • McDonald's made up 0.77% of Carnegie Lake Advisors's portfolio in Q1 2026, its #36 holding.
  • Carnegie Lake Advisors first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Carnegie Lake Advisors's McDonald's position peaked at $2.11M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.