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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lakeside Advisors's MCD Position: Q2 2026 in Review

Lakeside Advisors reduced its McDonald's (MCD) stake by 5% in Q2 2026, selling an estimated $57.3K and leaving 3,788 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #30.

Lakeside Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q2 2023. 2,018 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lakeside Advisors held 3,788 shares of McDonald's worth $1.02M as of Q2 2026.
Lakeside Advisors sold 200 McDonald's shares in Q2 2026, an estimated $57.3K.
McDonald's made up 0.64% of Lakeside Advisors's portfolio in Q2 2026, its #30 holding.
Lakeside Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Lakeside Advisors's McDonald's position peaked at $1.44M in Q2 2023.
2,018 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.