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Lake Street Private Wealth’s McDonald's MCD Stock Holding History

Lake Street Private Wealth’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Lake Street Private Wealth's MCD Position: Q1 2026 in Review

Lake Street Private Wealth reduced its McDonald's (MCD) stake by 4.8% in Q1 2026, selling an estimated $122K and leaving 7,605 shares worth $2.36M. The position accounts for 0.3% of the portfolio, ranked #72.

Lake Street Private Wealth first reported a position in MCD in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.63M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Lake Street Private Wealth held 7,605 shares of McDonald's worth $2.36M as of Q1 2026.
  • Lake Street Private Wealth sold 384 McDonald's shares in Q1 2026, an estimated $122K.
  • McDonald's made up 0.3% of Lake Street Private Wealth's portfolio in Q1 2026, its #72 holding.
  • Lake Street Private Wealth first reported a position in McDonald's in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's McDonald's position peaked at $5.63M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.