Lee Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $247K | Sell |
794
-56
| -7% | -$17.8K | 0.03% | 136 |
|
|
2025
Q4 | $260K | Sell |
850
-143
| -14% | -$43.8K | 0.04% | 127 |
|
|
2025
Q3 | $302K | Buy |
993
+148
| +18% | +$45K | 0.04% | 145 |
|
|
2025
Q2 | $247K | Sell |
845
-22
| -3% | -$6.78K | 0.04% | 134 |
|
|
2025
Q1 | $271K | Sell |
867
-74
| -8% | -$22.1K | 0.04% | 127 |
|
|
2024
Q4 | $273K | Buy |
941
+2
| +0.2% | +$596 | 0.04% | 152 |
|
|
2024
Q3 | $286K | Buy |
939
+120
| +15% | +$33.1K | 0.04% | 150 |
|
|
2024
Q2 | $209K | Buy |
819
+2
| +0.2% | +$531 | 0.03% | 140 |
|
|
2024
Q1 | $230K | Buy |
817
+1
| +0.1% | +$291 | 0.04% | 137 |
|
|
2023
Q4 | $242K | Buy |
816
+8
| +1% | +$2.18K | 0.04% | 131 |
|
|
2023
Q3 | $213K | Buy |
808
+2
| +0.2% | +$570 | 0.04% | 129 |
|
|
2023
Q2 | $240K | Sell |
806
-84
| -9% | -$24.4K | 0.04% | 118 |
|
|
2023
Q1 | $249K | Sell |
890
-162
| -15% | -$43.4K | 0.04% | 116 |
|
|
2022
Q4 | $277K | Sell |
1,052
-148
| -12% | -$39K | 0.05% | 124 |
|
|
2022
Q3 | $277K | Buy |
1,200
+12
| +1% | +$3.07K | 0.05% | 124 |
|
|
2022
Q2 | $294K | Buy |
1,188
+600
| +102% | +$148K | 0.05% | 122 |
|
|
2022
Q1 | $145K | Sell |
588
-407
| -41% | -$101K | 0.03% | 164 |
|
|
2021
Q4 | $267K | Buy |
995
+417
| +72% | +$105K | 0.05% | 127 |
|
|
2021
Q3 | $139K | Buy |
578
+30
| +5% | +$7.16K | 0.03% | 161 |
|
|
2021
Q2 | $127K | Hold |
548
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $123K | Hold |
548
| – | – | 0.03% | 161 |
|
|
2020
Q4 | $118K | Hold |
548
| – | – | 0.03% | 144 |
|
|
2020
Q3 | $120K | Hold |
548
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $101K | Buy |
548
+200
| +57% | +$36.7K | 0.03% | 146 |
|
|
2020
Q1 | $58K | Hold |
348
| – | – | 0.02% | 157 |
|
|
2019
Q4 | $69K | Hold |
348
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $75K | Hold |
348
| – | – | 0.02% | 163 |
|
|
2019
Q2 | $72K | Hold |
348
| – | – | 0.02% | 177 |
|
|
2019
Q1 | $66K | Sell |
348
-22
| -6% | -$3.99K | 0.02% | 178 |
|
|
2018
Q4 | $66K | Hold |
370
| – | – | 0.02% | 169 |
|
|
2018
Q3 | $62K | Sell |
370
-805
| -69% | -$129K | 0.02% | 182 |
|
|
2018
Q2 | $185K | Buy |
1,175
+1
| +0.1% | +$162 | 0.04% | 167 |
|
|
2018
Q1 | $183K | Buy |
1,174
+476
| +68% | +$78.3K | 0.05% | 161 |
|
|
2017
Q4 | $120K | Hold |
698
| – | – | 0.03% | 142 |
|
|
2017
Q3 | $109K | Sell |
698
-200
| -22% | -$31.3K | 0.04% | 140 |
|
|
2017
Q2 | $138K | Hold |
898
| – | – | 0.05% | 129 |
|
|
2017
Q1 | $116K | Hold |
898
| – | – | 0.05% | 131 |
|
|
2016
Q4 | $109K | Buy |
+898
| New | +$105K | 0.06% | 133 |
|
Other funds holding MCD
VCM
VPM
DAM
Lee Financial's MCD Position: Q1 2026 in Review
Lee Financial reduced its McDonald's (MCD) stake by 6.6% in Q1 2026, selling an estimated $17.8K and leaving 794 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #136.
Lee Financial first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $302K in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Lee Financial held 794 shares of McDonald's worth $247K as of Q1 2026.
- Lee Financial sold 56 McDonald's shares in Q1 2026, an estimated $17.8K.
- McDonald's made up 0.03% of Lee Financial's portfolio in Q1 2026, its #136 holding.
- Lee Financial first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's McDonald's position peaked at $302K in Q3 2025.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.