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Colter Lewis Investment Partners’s McDonald's MCD Stock Holding History

Colter Lewis Investment Partners’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 		– Sell
-1,178
Closed -$360K – 126
2025
Q4 		$360K Buy
+1,178
New +$361K 0.42% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Colter Lewis Investment Partners's MCD Position: Q1 2026 in Review

Colter Lewis Investment Partners sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,178 shares — an estimated $360K sold.

Colter Lewis Investment Partners first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $360K in Q4 2025. 3,593 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Colter Lewis Investment Partners reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 1,178 McDonald's shares in Q1 2026, an estimated $360K.
  • Colter Lewis Investment Partners first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
  • Colter Lewis Investment Partners's McDonald's position peaked at $360K in Q4 2025.
  • 3,593 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.