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
2023 Q2	–	Sell	-26,300	Closed	-$7.03M	–	168
2023 Q1	$7.03M	Buy	26,300 +6,300	+32%	+$1.69M	1.47%	9
2022 Q4	$5.45M	Sell	20,000 -6,300	-24%	-$1.66M	1.7%	13
2022 Q3	$6.07M	Hold	26,300	–	–	2.18%	9
2022 Q2	$6.49M	Buy	26,300 +10,300	+64%	+$2.54M	0.97%	8
2022 Q1	$3.96M	Buy	+16,000	New	+$3.99M	0.43%	27
2021 Q2	–	Sell	-10,000	Closed	-$2.24M	–	171
2021 Q1	$2.24M	Buy	+10,000	New	+$2.14M	0.19%	26
2019 Q1	–	Sell	-24,646	Closed	-$4.38M	–	399
2018 Q4	$4.38M	Buy	+24,646	New	+$4.37M	4.36%	8

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lavaca Capital's MCD Position: Q2 2026 in Review

Lavaca Capital increased its McDonald's (MCD) stake by 151% in Q2 2026, buying an estimated $891K and bringing the position to 5,163 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #42.

Lavaca Capital first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.3M in Q3 2022. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lavaca Capital held 5,163 shares of McDonald's worth $1.4M as of Q2 2026.
Lavaca Capital bought 3,106 McDonald's shares in Q2 2026, an estimated $891K.
McDonald's made up 0.14% of Lavaca Capital's portfolio in Q2 2026, its #42 holding.
Lavaca Capital first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
Lavaca Capital's McDonald's position peaked at $10.3M in Q3 2022.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.