Lewis Asset Management
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Lewis Asset Management’s McDonald's MCD Stock Holding History

Lewis Asset 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
Q3 		$1.28M Sell
5,535
-158
-3% -$41.6K 0.44% 60
2026
Q2 		$1.54M Sell
5,693
-102
-2% -$29.2K 0.54% 47
2026
Q1 		$1.8M Buy
5,795
+2
+0% +$637 0.74% 35
2025
Q4 		$1.77M Sell
5,793
-7
-0.1% -$2.14K 0.72% 34
2025
Q3 		$1.76M Buy
5,800
+950
+20% +$289K 0.72% 33
2025
Q2 		$1.42M Buy
+4,850
New +$1.5M 0.67% 37

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lewis Asset Management's MCD Position: Q3 2026 in Review

Lewis Asset Management reduced its McDonald's (MCD) stake by 2.8% in Q3 2026, selling an estimated $41.6K and leaving 5,535 shares worth $1.28M. The position accounts for 0.44% of the portfolio, ranked #60.

Lewis Asset Management first reported a position in MCD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Lewis Asset Management held 5,535 shares of McDonald's worth $1.28M as of Q3 2026.
  • Lewis Asset Management sold 158 McDonald's shares in Q3 2026, an estimated $41.6K.
  • McDonald's made up 0.44% of Lewis Asset Management's portfolio in Q3 2026, its #60 holding.
  • Lewis Asset Management first reported a position in McDonald's in Q2 2025 and has held it in 6 quarters since.
  • Lewis Asset Management's McDonald's position peaked at $1.8M in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.