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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carnegie Lake Advisors's MCD Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $57.3K and leaving 6,024 shares worth $1.63M. The position accounts for 0.61% of the portfolio, ranked #40.

Carnegie Lake Advisors first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Carnegie Lake Advisors held 6,024 shares of McDonald's worth $1.63M as of Q2 2026.
  • Carnegie Lake Advisors sold 200 McDonald's shares in Q2 2026, an estimated $57.3K.
  • McDonald's made up 0.61% of Carnegie Lake Advisors's portfolio in Q2 2026, its #40 holding.
  • Carnegie Lake Advisors first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's McDonald's position peaked at $2.11M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.