Lafayette Investments’s McDonald's MCD Stock Holding History

Lafayette Investments’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	$1.79M	Buy	5,765 +105	+2%	+$33.5K	0.36%	60
2025 Q4	$1.73M	Sell	5,660 -291	-5%	-$89.1K	0.33%	60
2025 Q3	$1.81M	Sell	5,951 -288	-5%	-$87.7K	0.35%	57
2025 Q2	$1.82M	Sell	6,239 -301	-5%	-$92.8K	0.37%	54
2025 Q1	$2.04M	Sell	6,540 -157	-2%	-$47K	0.43%	52
2024 Q4	$1.94M	Buy	6,697 +463	+7%	+$138K	0.42%	53
2024 Q3	$1.9M	Buy	6,234 +141	+2%	+$38.9K	0.4%	55
2024 Q2	$1.55M	Buy	6,093 +1,764	+41%	+$468K	0.35%	57
2024 Q1	$1.22M	Buy	4,329 +1,082	+33%	+$315K	0.27%	60
2023 Q4	$963K	Buy	3,247 +116	+4%	+$31.6K	0.24%	64
2023 Q3	$825K	Buy	3,131 +74	+2%	+$21.1K	0.22%	65
2023 Q2	$912K	Sell	3,057 -200	-6%	-$58.1K	0.24%	65
2023 Q1	$911K	Hold	3,257	–	–	0.25%	64
2022 Q4	$858K	Hold	3,257	–	–	0.24%	66
2022 Q3	$752K	Sell	3,257 -200	-6%	-$51.1K	0.23%	65
2022 Q2	$853K	Sell	3,457 -500	-13%	-$123K	0.25%	66
2022 Q1	$978K	Sell	3,957 -250	-6%	-$62.3K	0.24%	65
2021 Q4	$1.13M	Sell	4,207 -250	-6%	-$63.1K	0.28%	64
2021 Q3	$1.07M	Hold	4,457	–	–	0.29%	64
2021 Q2	$1.03M	Buy	4,457 +3,000	+206%	+$698K	0.28%	65
2021 Q1	$327K	Sell	1,457 -30	-2%	-$6.42K	0.1%	71
2020 Q4	$319K	Hold	1,487	–	–	0.11%	71
2020 Q3	$326K	Sell	1,487 -100	-6%	-$20.5K	0.12%	72
2020 Q2	$293K	Sell	1,587 -26	-2%	-$4.77K	0.12%	71
2020 Q1	$267K	Sell	1,613 -608	-27%	-$120K	0.13%	69
2019 Q4	$439K	Buy	2,221 +4	+0.2%	+$793	0.15%	65
2019 Q3	$476K	Buy	2,217 +4	+0.2%	+$858	0.17%	59
2019 Q2	$460K	Buy	2,213 +3	+0.1%	+$594	0.16%	62
2019 Q1	$420K	Buy	2,210 +4	+0.2%	+$726	0.15%	64
2018 Q4	$392K	Buy	2,206 +354	+19%	+$62.8K	0.16%	62
2018 Q3	$310K	Buy	1,852 +4	+0.2%	+$641	0.11%	72
2018 Q2	$290K	Buy	1,848 +4	+0.2%	+$649	0.11%	69
2018 Q1	$288K	Buy	1,844 +4	+0.2%	+$658	0.11%	65
2017 Q4	$317K	Buy	1,840 +3	+0.2%	+$504	0.11%	60
2017 Q3	$288K	Hold	1,837	–	–	0.11%	62
2017 Q2	$281K	Hold	1,837	–	–	0.1%	61
2017 Q1	$238K	Hold	1,837	–	–	0.09%	64
2016 Q4	$224K	Hold	1,837	–	–	0.09%	65
2016 Q3	$212K	Hold	1,837	–	–	0.09%	67
2016 Q2	$221K	Hold	1,837	–	–	0.09%	67
2016 Q1	$231K	Buy	1,837 +57	+3%	+$6.81K	0.1%	61
2015 Q4	$210K	Buy	+1,780	New	+$199K	0.09%	68

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lafayette Investments's MCD Position: Q1 2026 in Review

Lafayette Investments increased its McDonald's (MCD) stake by 1.9% in Q1 2026, buying an estimated $33.5K and bringing the position to 5,765 shares worth $1.79M. The position accounts for 0.36% of the portfolio, ranked #60.

Lafayette Investments first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.04M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Lafayette Investments held 5,765 shares of McDonald's worth $1.79M as of Q1 2026.
Lafayette Investments bought 105 McDonald's shares in Q1 2026, an estimated $33.5K.
McDonald's made up 0.36% of Lafayette Investments's portfolio in Q1 2026, its #60 holding.
Lafayette Investments first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
Lafayette Investments's McDonald's position peaked at $2.04M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.