LMKC
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L.M. Kohn & Company’s McDonald's MCD Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$688K Sell
2,263
-2,733
-55% -$832K 0.83% 36
2025
Q2 		$1.46M Sell
4,996
-1,217
-20% -$375K 0.39% 44
2025
Q1 		$1.94M Buy
6,213
+1,054
+20% +$315K 0.51% 36
2024
Q4 		$1.5M Sell
5,159
-123
-2% -$36.7K 0.39% 46
2024
Q3 		$1.61M Buy
5,282
+196
+4% +$54K 0.41% 45
2024
Q2 		$1.3M Sell
5,086
-224
-4% -$59.4K 0.35% 55
2024
Q1 		$1.5M Buy
5,310
+99
+2% +$28.8K 0.42% 49
2023
Q4 		$1.55M Buy
5,211
+427
+9% +$116K 0.49% 44
2023
Q3 		$1.26M Buy
4,784
+2
+0% +$570 0.46% 45
2023
Q2 		$1.43M Buy
4,782
+1,248
+35% +$363K 0.54% 42
2023
Q1 		$988K Buy
3,534
+190
+6% +$50.9K 0.41% 55
2022
Q4 		$881K Buy
3,344
+111
+3% +$29.3K 0.41% 60
2022
Q3 		$747K Buy
3,233
+1
+0% +$256 0.37% 66
2022
Q2 		$798K Buy
3,232
+60
+2% +$14.8K 0.37% 67
2022
Q1 		$785K Buy
+3,172
New +$790K 0.3% 78

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L.M. Kohn & Company's MCD Position: Q3 2025 in Review

L.M. Kohn & Company reduced its McDonald's (MCD) stake by 55% in Q3 2025, selling an estimated $832K and leaving 2,263 shares worth $688K. The position accounts for 0.83% of the portfolio, ranked #36.

L.M. Kohn & Company first reported a position in MCD in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q1 2025. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • L.M. Kohn & Company held 2,263 shares of McDonald's worth $688K as of Q3 2025.
  • L.M. Kohn & Company sold 2,733 McDonald's shares in Q3 2025, an estimated $832K.
  • McDonald's made up 0.83% of L.M. Kohn & Company's portfolio in Q3 2025, its #36 holding.
  • L.M. Kohn & Company first reported a position in McDonald's in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's McDonald's position peaked at $1.94M in Q1 2025.
  • 3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.