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Lavaca Capital’s McDonald's MCD Stock Holding History

Lavaca Capital’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
Q1 		$639K Buy
2,057
+693
+51% +$221K 0.11% 62
2025
Q4 		$417K Buy
1,364
+5
+0.4% +$1.53K 0.07% 69
2025
Q3 		$413K Hold
1,359
– – 0.07% 69
2025
Q2 		$397K Hold
1,359
– – 0.15% 73
2025
Q1 		$425K Hold
1,359
– – 0.18% 74
2024
Q4 		$394K Hold
1,359
– – 0.15% 85
2024
Q3 		$414K Buy
1,359
+24
+2% +$6.62K 0.18% 79
2024
Q2 		$340K Hold
1,335
– – 0.17% 67
2024
Q1 		$376K Buy
1,335
+296
+28% +$86.1K 0.22% 63
2023
Q4 		$308K Sell
1,039
-4,496
-81% -$1.22M 0.17% 72
2023
Q3 		$1.46M Sell
5,535
-1,582
-22% -$451K 0.49% 41
2023
Q2 		$2.12M Sell
7,117
-27,153
-79% -$7.89M 0.62% 30
2023
Q1 		$9.2M Buy
34,270
+972
+3% +$260K 1.92% 5
2022
Q4 		$9.05M Sell
33,298
-5,908
-15% -$1.56M 2.83% 7
2022
Q3 		$10.3M Buy
39,206
+985
+3% +$252K 3.7% 5
2022
Q2 		$9.52M Buy
38,221
+981
+3% +$242K 1.42% 6
2022
Q1 		$9.21M Buy
37,240
+1,631
+5% +$406K 0.99% 11
2021
Q4 		$9.41M Buy
35,609
+989
+3% +$250K 1.21% 6
2021
Q3 		$8.35M Sell
34,620
-2,932
-8% -$700K 0.84% 8
2021
Q2 		$8.67M Buy
37,552
+4,249
+13% +$989K 0.86% 8
2021
Q1 		$7.46M Buy
33,303
+3,097
+10% +$662K 0.64% 11
2020
Q4 		$6.48M Buy
30,206
+4,915
+19% +$1.07M 0.85% 11
2020
Q3 		$5.55M Sell
25,291
-100
-0.4% -$20.5K 0.87% 14
2020
Q2 		$4.68M Hold
25,391
– – 1.49% 13
2020
Q1 		$4.2M Sell
25,391
-1,409
-5% -$278K 4.06% 7
2019
Q4 		$5.3M Sell
26,800
-89
-0.3% -$17.7K 4.07% 5
2019
Q3 		$5.77M Buy
26,889
+1,241
+5% +$266K 4.36% 5
2019
Q2 		$5.33M Hold
25,648
– – 4.11% 5
2019
Q1 		$4.87M Buy
+25,648
New +$4.65M 4.15% 7

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Lavaca Capital's MCD Position: Q1 2026 in Review

Lavaca Capital increased its McDonald's (MCD) stake by 51% in Q1 2026, buying an estimated $221K and bringing the position to 2,057 shares worth $639K. The position accounts for 0.11% of the portfolio, ranked #62.

Lavaca Capital first reported a position in MCD in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.3M in Q3 2022. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Lavaca Capital held 2,057 shares of McDonald's worth $639K as of Q1 2026.
  • Lavaca Capital bought 693 McDonald's shares in Q1 2026, an estimated $221K.
  • McDonald's made up 0.11% of Lavaca Capital's portfolio in Q1 2026, its #62 holding.
  • Lavaca Capital first reported a position in McDonald's in Q1 2019 and has held it in 29 quarters since.
  • Lavaca Capital's McDonald's position peaked at $10.3M in Q3 2022.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.