Lane & Associates’s McDonald's MCD Stock Holding History

Lane & Associates’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
2025 Q1	$326K	Buy	1,045 +111	+12%	+$33.2K	0.18%	90
2024 Q4	$270K	Buy	934 +10	+1%	+$2.98K	0.14%	105
2024 Q3	$281K	Sell	924 -99	-10%	-$27.3K	0.15%	98
2024 Q2	$261K	Buy	1,023 +140	+16%	+$37.1K	0.15%	94
2024 Q1	$249K	Sell	883 -61	-6%	-$17.7K	0.16%	99
2023 Q4	$280K	Sell	944 -27	-3%	-$7.35K	0.2%	87
2023 Q3	$256K	Buy	971 +43	+5%	+$12.3K	0.21%	88
2023 Q2	$277K	Sell	928 -109	-11%	-$31.7K	0.22%	83
2023 Q1	$290K	Sell	1,037 -920	-47%	-$246K	0.26%	72
2022 Q4	$516K	Buy	+1,957	New	+$516K	0.49%	45

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lane & Associates's MCD Position: Q1 2025 in Review

Lane & Associates increased its McDonald's (MCD) stake by 12% in Q1 2025, buying an estimated $33.2K and bringing the position to 1,045 shares worth $326K. The position accounts for 0.18% of the portfolio, ranked #90.

Lane & Associates first reported a position in MCD in Q4 2022 and has held it in 10 quarters since. The position peaked at $516K in Q4 2022. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Lane & Associates held 1,045 shares of McDonald's worth $326K as of Q1 2025.
Lane & Associates bought 111 McDonald's shares in Q1 2025, an estimated $33.2K.
McDonald's made up 0.18% of Lane & Associates's portfolio in Q1 2025, its #90 holding.
Lane & Associates first reported a position in McDonald's in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's McDonald's position peaked at $516K in Q4 2022.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.