Lakeside Advisors’s McDonald's MCD Stock Holding History

Lakeside Advisors’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 Q3	$894K	Buy	3,873 +85	+2%	+$22.4K	0.52%	32
2026 Q2	$1.02M	Sell	3,788 -200	-5%	-$57.3K	0.64%	30
2026 Q1	$1.24M	Sell	3,988 -130	-3%	-$41.4K	0.83%	25
2025 Q4	$1.26M	Hold	4,118	–	–	0.8%	24
2025 Q3	$1.25M	Hold	4,118	–	–	0.79%	25
2025 Q2	$1.2M	Hold	4,118	–	–	0.78%	25
2025 Q1	$1.29M	Sell	4,118 -75	-2%	-$22.4K	0.85%	25
2024 Q4	$1.22M	Hold	4,193	–	–	0.8%	24
2024 Q3	$1.28M	Sell	4,193 -58	-1%	-$16K	0.8%	25
2024 Q2	$1.08M	Sell	4,251 -400	-9%	-$106K	0.7%	25
2024 Q1	$1.31M	Sell	4,651 -133	-3%	-$38.7K	0.84%	24
2023 Q4	$1.42M	Sell	4,784 -25	-0.5%	-$6.8K	0.99%	23
2023 Q3	$1.27M	Hold	4,809	–	–	0.97%	23
2023 Q2	$1.44M	Hold	4,809	–	–	1.06%	23
2023 Q1	$1.34M	Hold	4,809	–	–	1.04%	23
2022 Q4	$1.27M	Sell	4,809 -100	-2%	-$26.4K	1.04%	23
2022 Q3	$1.13M	Hold	4,909	–	–	1.01%	21
2022 Q2	$1.21M	Hold	4,909	–	–	1.03%	20
2022 Q1	$1.21M	Hold	4,909	–	–	0.92%	23
2021 Q4	$1.32M	Buy	+4,909	New	+$1.24M	0.97%	21

Other funds holding MCD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lakeside Advisors's MCD Position: Q3 2026 in Review

Lakeside Advisors increased its McDonald's (MCD) stake by 2.2% in Q3 2026, buying an estimated $22.4K and bringing the position to 3,873 shares worth $894K. The position accounts for 0.52% of the portfolio, ranked #32.

Lakeside Advisors first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q2 2023. 2,610 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Lakeside Advisors held 3,873 shares of McDonald's worth $894K as of Q3 2026.
Lakeside Advisors bought 85 McDonald's shares in Q3 2026, an estimated $22.4K.
McDonald's made up 0.52% of Lakeside Advisors's portfolio in Q3 2026, its #32 holding.
Lakeside Advisors first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's McDonald's position peaked at $1.44M in Q2 2023.
2,610 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.