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Lakeshore Capital Group’s McDonald's MCD Stock Holding History

Lakeshore Capital 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
2026
Q2 		$449K Buy
1,661
+14
+0.9% +$4.01K 0.33% 61
2026
Q1 		$512K Buy
1,647
+26
+2% +$8.28K 0.42% 63
2025
Q4 		$495K Buy
1,621
+51
+3% +$15.6K 0.4% 65
2025
Q3 		$477K Buy
1,570
+154
+11% +$46.9K 0.39% 66
2025
Q2 		$414K Buy
1,416
+175
+14% +$54K 0.37% 68
2025
Q1 		$388K Sell
1,241
-232
-16% -$69.4K 0.37% 65
2024
Q4 		$427K Buy
+1,473
New +$439K 0.65% 49

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lakeshore Capital Group's MCD Position: Q2 2026 in Review

Lakeshore Capital Group increased its McDonald's (MCD) stake by 0.85% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,661 shares worth $449K. The position accounts for 0.33% of the portfolio, ranked #61.

Lakeshore Capital Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lakeshore Capital Group held 1,661 shares of McDonald's worth $449K as of Q2 2026.
  • Lakeshore Capital Group bought 14 McDonald's shares in Q2 2026, an estimated $4.01K.
  • McDonald's made up 0.33% of Lakeshore Capital Group's portfolio in Q2 2026, its #61 holding.
  • Lakeshore Capital Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Lakeshore Capital Group's McDonald's position peaked at $512K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.