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Letson Investment Management’s McDonald's MCD Stock Holding History

Letson Investment 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 		$5.43M Buy
20,090
+3
+0% +$860 1.99% 14
2026
Q1 		$6.24M Sell
20,087
-114
-0.6% -$36.3K 2.4% 11
2025
Q4 		$6.17M Buy
20,201
+66
+0.3% +$20.2K 2.26% 10
2025
Q3 		$6.12M Buy
20,135
+2
+0% +$609 2.2% 13
2025
Q2 		$5.88M Buy
20,133
+3
+0% +$925 2.32% 14
2025
Q1 		$6.29M Sell
20,130
-30
-0.1% -$8.97K 2.54% 11
2024
Q4 		$5.84M Sell
20,160
-31
-0.2% -$9.24K 2.36% 13
2024
Q3 		$6.15M Buy
20,191
+2
+0% +$551 2.41% 12
2024
Q2 		$5.15M Buy
20,189
+2
+0% +$531 2.28% 15
2024
Q1 		$5.69M Buy
20,187
+20
+0.1% +$5.82K 2.41% 13
2023
Q4 		$5.98M Buy
+20,167
New +$5.49M 2.78% 8

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Letson Investment Management's MCD Position: Q2 2026 in Review

Letson Investment Management increased its McDonald's (MCD) stake by 0.01% in Q2 2026, buying an estimated $860 and bringing the position to 20,090 shares worth $5.43M. The position accounts for 1.99% of the portfolio, ranked #14.

Letson Investment Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.29M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Letson Investment Management held 20,090 shares of McDonald's worth $5.43M as of Q2 2026.
  • Letson Investment Management bought 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 1.99% of Letson Investment Management's portfolio in Q2 2026, its #14 holding.
  • Letson Investment Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's McDonald's position peaked at $6.29M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.