Lakewood Capital Management’s McDonald's MCD Stock Holding History

Lakewood Capital Management’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
2022 Q1	–	Sell	-44,024	Closed	-$11.8M	–	68
2021 Q4	$11.8M	Sell	44,024 -4,000	-8%	-$1.01M	0.5%	42
2021 Q3	$11.6M	Sell	48,024 -23,000	-32%	-$5.49M	0.51%	40
2021 Q2	$16.4M	Sell	71,024 -7,000	-9%	-$1.63M	0.68%	39
2021 Q1	$17.5M	Sell	78,024 -80,900	-51%	-$17.3M	0.74%	37
2020 Q4	$34.1M	Sell	158,924 -8,000	-5%	-$1.74M	1.6%	26
2020 Q3	$36.6M	Sell	166,924 -33,000	-17%	-$6.77M	1.77%	22
2020 Q2	$36.9M	Sell	199,924 -28,895	-13%	-$5.3M	1.58%	24
2020 Q1	$37.8M	Buy	+228,819	New	+$45.1M	1.73%	22

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lakewood Capital Management's MCD Position: Q1 2022 in Review

Lakewood Capital Management sold out of McDonald's (MCD) in Q1 2022, closing a stake of 44,024 shares — an estimated $11.8M sold.

Lakewood Capital Management first reported a position in MCD in Q1 2020 and held it in 8 quarters. The position peaked at $37.8M in Q1 2020. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Lakewood Capital Management reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Lakewood Capital Management sold 44,024 McDonald's shares in Q1 2022, an estimated $11.8M.
Lakewood Capital Management first reported a position in McDonald's in Q1 2020 and held it in 8 quarters.
Lakewood Capital Management's McDonald's position peaked at $37.8M in Q1 2020.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Lakewood Capital Management's 13F filing for Q1 2022, filed 16 May 2022.