Lake Street Private Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.93M | Sell |
7,156
-449
| -6% | -$129K | 0.22% | 86 |
|
|
2026
Q1 | $2.36M | Sell |
7,605
-384
| -5% | -$122K | 0.3% | 72 |
|
|
2025
Q4 | $2.44M | Sell |
7,989
-76
| -0.9% | -$23.3K | 0.3% | 70 |
|
|
2025
Q3 | $2.45M | Buy |
8,065
+96
| +1% | +$29.2K | 0.32% | 70 |
|
|
2025
Q2 | $2.33M | Buy |
7,969
+360
| +5% | +$111K | 0.33% | 71 |
|
|
2025
Q1 | $2.38M | Buy |
7,609
+327
| +4% | +$97.8K | 0.39% | 68 |
|
|
2024
Q4 | $2.11M | Sell |
7,282
-882
| -11% | -$263K | 0.34% | 69 |
|
|
2024
Q3 | $2.49M | Sell |
8,164
-2,810
| -26% | -$774K | 0.4% | 68 |
|
|
2024
Q2 | $2.8M | Sell |
10,974
-325
| -3% | -$86.2K | 0.36% | 75 |
|
|
2024
Q1 | $3.19M | Buy |
11,299
+3
| +0% | +$872 | 0.44% | 63 |
|
|
2023
Q4 | $3.35M | Buy |
11,296
+370
| +3% | +$101K | 0.53% | 51 |
|
|
2023
Q3 | $2.9M | Sell |
10,926
-7,944
| -42% | -$2.27M | 0.52% | 52 |
|
|
2023
Q2 | $5.63M | Sell |
18,870
-211
| -1% | -$61.3K | 0.99% | 19 |
|
|
2023
Q1 | $5.34M | Sell |
19,081
-665
| -3% | -$178K | 1% | 24 |
|
|
2022
Q4 | $5.2M | Sell |
19,746
-17
| -0.1% | -$4.49K | 1.08% | 19 |
|
|
2022
Q3 | $4.56M | Sell |
19,763
-456
| -2% | -$117K | 1.05% | 21 |
|
|
2022
Q2 | $4.99M | Sell |
20,219
-82
| -0.4% | -$20.2K | 1.05% | 20 |
|
|
2022
Q1 | $5.02M | Buy |
20,301
+485
| +2% | +$121K | 0.9% | 23 |
|
|
2021
Q4 | $5.31M | Buy |
19,816
+2,948
| +17% | +$744K | 0.93% | 22 |
|
|
2021
Q3 | $4.07M | Buy |
16,868
+236
| +1% | +$56.3K | 0.99% | 26 |
|
|
2021
Q2 | $3.86M | Sell |
16,632
-137
| -0.8% | -$31.9K | 0.98% | 27 |
|
|
2021
Q1 | $3.76M | Buy |
16,769
+950
| +6% | +$203K | 1.04% | 27 |
|
|
2020
Q4 | $3.4M | Buy |
15,819
+991
| +7% | +$215K | 0.98% | 30 |
|
|
2020
Q3 | $3.25M | Buy |
14,828
+301
| +2% | +$61.8K | 1.09% | 26 |
|
|
2020
Q2 | $2.68M | Sell |
14,527
-629
| -4% | -$115K | 0.99% | 32 |
|
|
2020
Q1 | $2.51M | Buy |
15,156
+6,911
| +84% | +$1.36M | 1.14% | 27 |
|
|
2019
Q4 | $1.63M | Buy |
8,245
+86
| +1% | +$17.1K | 0.62% | 62 |
|
|
2019
Q3 | $1.75M | Buy |
8,159
+391
| +5% | +$83.8K | 0.8% | 48 |
|
|
2019
Q2 | $1.61M | Buy |
7,768
+1,726
| +29% | +$342K | 0.95% | 38 |
|
|
2019
Q1 | $1.15M | Buy |
+6,042
| New | +$1.1M | 0.79% | 48 |
|
Other funds holding MCD
Lake Street Private Wealth's MCD Position: Q2 2026 in Review
Lake Street Private Wealth reduced its McDonald's (MCD) stake by 5.9% in Q2 2026, selling an estimated $129K and leaving 7,156 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #86.
Lake Street Private Wealth first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.63M in Q2 2023. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Lake Street Private Wealth held 7,156 shares of McDonald's worth $1.93M as of Q2 2026.
- Lake Street Private Wealth sold 449 McDonald's shares in Q2 2026, an estimated $129K.
- McDonald's made up 0.22% of Lake Street Private Wealth's portfolio in Q2 2026, its #86 holding.
- Lake Street Private Wealth first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
- Lake Street Private Wealth's McDonald's position peaked at $5.63M in Q2 2023.
- 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.