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

Lazari 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
2026 Q2	$526K	Hold	1,946	–	–	0.16%	97
2026 Q1	$605K	Buy	1,946 +104	+6%	+$33.1K	0.21%	82
2025 Q4	$563K	Buy	1,842 +11	+0.6%	+$3.37K	0.19%	81
2025 Q3	$556K	Buy	1,831 +8	+0.4%	+$2.44K	0.19%	82
2025 Q2	$533K	Hold	1,823	–	–	0.2%	77
2025 Q1	$569K	Sell	1,823 -48	-3%	-$14.4K	0.23%	71
2024 Q4	$542K	Sell	1,871 -84	-4%	-$25K	0.22%	73
2024 Q3	$595K	Buy	1,955 +27	+1%	+$7.44K	0.25%	68
2024 Q2	$491K	Buy	1,928 +330	+21%	+$87.5K	0.22%	76
2024 Q1	$451K	Sell	1,598 -1	-0.1%	-$291	0.24%	66
2023 Q4	$474K	Hold	1,599	–	–	0.27%	64
2023 Q3	$421K	Sell	1,599 -100	-6%	-$28.5K	0.25%	63
2023 Q2	$507K	Buy	+1,699	New	+$494K	0.29%	56

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lazari Capital Management's MCD Position: Q2 2026 in Review

Lazari Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 1,946 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #97.

Lazari Capital Management first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $605K in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lazari Capital Management held 1,946 shares of McDonald's worth $526K as of Q2 2026.
Lazari Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.16% of Lazari Capital Management's portfolio in Q2 2026, its #97 holding.
Lazari Capital Management first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's McDonald's position peaked at $605K in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.