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Lake Street Advisors Group’s McDonald's MCD Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$3.83M Buy
13,203
+4,445
+51% +$1.33M 0.18% 80
2024
Q3 		$2.67M Sell
8,758
-4,211
-32% -$1.16M 0.12% 90
2024
Q2 		$3.3M Sell
12,969
-217
-2% -$57.6K 0.16% 86
2024
Q1 		$3.72M Sell
13,186
-93
-0.7% -$27K 0.17% 82
2023
Q4 		$3.94M Buy
13,279
+68
+0.5% +$18.5K 0.2% 75
2023
Q3 		$3.48M Sell
13,211
-84
-0.6% -$24K 0.21% 81
2023
Q2 		$3.97M Buy
13,295
+180
+1% +$52.3K 0.22% 70
2023
Q1 		$3.67M Buy
13,115
+1,669
+15% +$447K 0.23% 70
2022
Q4 		$3.02M Sell
11,446
-92
-0.8% -$24.3K 0.2% 82
2022
Q3 		$2.66M Buy
+11,538
New +$2.95M 0.19% 82
2021
Q3 		– Sell
-4,257
Closed -$1.01M – 345
2021
Q2 		$1.01M Sell
4,257
-57
-1% -$13.3K 0.07% 109
2021
Q1 		$967K Buy
4,314
+99
+2% +$21.2K 0.08% 105
2020
Q4 		$904K Buy
4,215
+61
+1% +$13.3K 0.07% 110
2020
Q3 		$912K Buy
4,154
+151
+4% +$31K 0.09% 100
2020
Q2 		$738K Sell
4,003
-499
-11% -$91.5K 0.07% 103
2020
Q1 		$744K Buy
4,502
+1,061
+31% +$209K 0.09% 87
2019
Q4 		$680K Buy
3,441
+41
+1% +$8.13K 0.07% 95
2019
Q3 		$652K Buy
3,400
+93
+3% +$19.9K 0.07% 81
2019
Q2 		$687K Buy
3,307
+356
+12% +$70.5K 0.07% 79
2019
Q1 		$560K Buy
2,951
+312
+12% +$56.6K 0.06% 99
2018
Q4 		$469K Buy
2,639
+115
+5% +$20.4K 0.06% 99
2018
Q3 		$422K Sell
2,524
-2,061
-45% -$330K 0.05% 109
2018
Q2 		$718K Buy
4,585
+30
+0.7% +$4.86K 0.07% 115
2018
Q1 		$712K Buy
4,555
+9
+0.2% +$1.48K 0.08% 94
2017
Q4 		$782K Buy
+4,546
New +$763K 0.09% 91

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's MCD Position: Q4 2024 in Review

Lake Street Advisors Group increased its McDonald's (MCD) stake by 51% in Q4 2024, buying an estimated $1.33M and bringing the position to 13,203 shares worth $3.83M. The position accounts for 0.18% of the portfolio, ranked #80.

Lake Street Advisors Group first reported a position in MCD in Q4 2017 and has held it in 25 quarters since. The position peaked at $3.97M in Q2 2023. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Lake Street Advisors Group held 13,203 shares of McDonald's worth $3.83M as of Q4 2024.
  • Lake Street Advisors Group bought 4,445 McDonald's shares in Q4 2024, an estimated $1.33M.
  • McDonald's made up 0.18% of Lake Street Advisors Group's portfolio in Q4 2024, its #80 holding.
  • Lake Street Advisors Group first reported a position in McDonald's in Q4 2017 and has held it in 25 quarters since.
  • Lake Street Advisors Group's McDonald's position peaked at $3.97M in Q2 2023.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.