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LBP AM’s McDonald's MCD Stock Holding History

LBP AM’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 		$10.3M Buy
38,014
+25,420
+202% +$7.29M 0.1% 177
2026
Q1 		$3.91M Buy
+12,594
New +$4.01M 0.05% 223
2025
Q2 		– Sell
-11,738
Closed -$3.67M – 395
2025
Q1 		$3.67M Buy
+11,738
New +$3.51M 0.06% 225
2024
Q4 		– Sell
-87,656
Closed -$26.7M – 397
2024
Q3 		$26.7M Buy
87,656
+34,274
+64% +$9.45M 0.4% 51
2024
Q2 		$13.6M Sell
53,382
-15,497
-22% -$4.11M 0.56% 45
2024
Q1 		$19.4M Sell
68,879
-126,750
-65% -$36.9M 0.77% 28
2023
Q4 		$58M Sell
195,629
-7,674
-4% -$2.09M 1.28% 12
2023
Q3 		$53.6M Buy
203,303
+12,037
+6% +$3.43M 1.19% 13
2023
Q2 		$57.1M Buy
191,266
+19,270
+11% +$5.6M 1.35% 11
2023
Q1 		$48.1M Buy
171,996
+798
+0.5% +$214K 1.22% 12
2022
Q4 		$45.1M Buy
+171,198
New +$45.2M 1.29% 10

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LBP AM's MCD Position: Q2 2026 in Review

LBP AM increased its McDonald's (MCD) stake by 202% in Q2 2026, buying an estimated $7.29M and bringing the position to 38,014 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #177.

LBP AM first reported a position in MCD in Q4 2022 and has held it in 11 quarters since. The position peaked at $58M in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • LBP AM held 38,014 shares of McDonald's worth $10.3M as of Q2 2026.
  • LBP AM bought 25,420 McDonald's shares in Q2 2026, an estimated $7.29M.
  • McDonald's made up 0.1% of LBP AM's portfolio in Q2 2026, its #177 holding.
  • LBP AM first reported a position in McDonald's in Q4 2022 and has held it in 11 quarters since.
  • LBP AM's McDonald's position peaked at $58M in Q4 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.