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Lebenthal Global Advisors’s McDonald's MCD Stock Holding History

Lebenthal Global Advisors’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
2025
Q4 		– Sell
-702
Closed -$213K – 203
2025
Q3 		$213K Sell
702
-29
-4% -$8.83K 0.04% 188
2025
Q2 		$214K Buy
731
+63
+9% +$19.4K 0.04% 184
2025
Q1 		$209K Sell
668
-159
-19% -$47.6K 0.04% 173
2024
Q4 		$240K Buy
827
+159
+24% +$47.4K 0.04% 185
2024
Q3 		$203K Buy
+668
New +$184K 0.04% 179
2024
Q2 		– Sell
-2,767
Closed -$780K – 189
2024
Q1 		$780K Sell
2,767
-36
-1% -$10.5K 0.17% 78
2023
Q4 		$831K Buy
2,803
+388
+16% +$106K 0.19% 66
2023
Q3 		$636K Buy
2,415
+32
+1% +$9.13K 0.19% 67
2023
Q2 		$711K Buy
2,383
+37
+2% +$10.8K 0.21% 52
2023
Q1 		$656K Sell
2,346
-29
-1% -$7.77K 0.2% 50
2022
Q4 		$626K Buy
+2,375
New +$627K 0.21% 52
2021
Q1 		– Sell
-736
Closed -$157K – 369
2020
Q4 		$157K Buy
+736
New +$160K 0.11% 116

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Lebenthal Global Advisors's MCD Position: Q4 2025 in Review

Lebenthal Global Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 702 shares — an estimated $213K sold.

Lebenthal Global Advisors first reported a position in MCD in Q4 2020 and held it in 12 quarters. The position peaked at $831K in Q4 2023. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Lebenthal Global Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 702 McDonald's shares in Q4 2025, an estimated $213K.
  • Lebenthal Global Advisors first reported a position in McDonald's in Q4 2020 and held it in 12 quarters.
  • Lebenthal Global Advisors's McDonald's position peaked at $831K in Q4 2023.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Lebenthal Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.