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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 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. 3,565 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.
3,565 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.