Lido Advisors
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Lido Advisors’s McDonald's MCD Stock Holding History

Lido 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
2026
Q1 		$901K Sell
2,900
-2,500
-46% -$796K ﹤0.01% 1011
2025
Q4 		$1.65M Hold
5,400
– – ﹤0.01% 786
2025
Q3 		$1.64M Buy
5,400
+1,800
+50% +$548K 0.01% 752
2025
Q2 		$1.05M Hold
3,600
– – ﹤0.01% 824
2025
Q1 		$1.12M Hold
3,600
– – 0.01% 730
2024
Q4 		$1.04M Hold
3,600
– – ﹤0.01% 749
2024
Q3 		$1.1M Hold
3,600
– – 0.01% 675
2024
Q2 		$917K Sell
3,600
-500
-12% -$133K 0.01% 688
2024
Q1 		$1.16M Buy
4,100
+100
+3% +$29.1K 0.01% 593
2023
Q4 		$1.19M Hold
4,000
– – 0.01% 553
2023
Q3 		$1.05M Buy
4,000
+1,600
+67% +$456K 0.01% 522
2023
Q2 		$716K Sell
2,400
-300
-11% -$87.2K 0.01% 625
2023
Q1 		$755K Hold
2,700
– – 0.01% 546
2022
Q4 		$712K Sell
2,700
-1,400
-34% -$369K 0.01% 489
2022
Q3 		$946K Hold
4,100
– – 0.01% 378
2022
Q2 		$1.01M Buy
4,100
+300
+8% +$73.9K 0.01% 355
2022
Q1 		$939K Hold
3,800
– – 0.01% 409
2021
Q4 		$1.02M Hold
3,800
– – 0.01% 420
2021
Q3 		$916K Hold
3,800
– – 0.01% 427
2021
Q2 		$877K Sell
3,800
-900
-19% -$209K 0.01% 411
2021
Q1 		$1.05M Sell
4,700
-4,600
-49% -$984K 0.02% 327
2020
Q4 		$2M Hold
9,300
– – 0.04% 215
2020
Q3 		$2.04M Hold
9,300
– – 0.05% 165
2020
Q2 		$1.72M Hold
9,300
– – 0.05% 173
2020
Q1 		$1.54M Buy
9,300
+900
+11% +$177K 0.07% 168
2019
Q4 		$1.66M Buy
8,400
+4,700
+127% +$932K 0.07% 174
2019
Q3 		$794K Buy
3,700
+1,400
+61% +$300K 0.04% 252
2019
Q2 		$477K Hold
2,300
– – 0.03% 312
2019
Q1 		$436K Buy
+2,300
New +$417K 0.03% 315

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Lido Advisors's MCD Position: Q1 2026 in Review

Lido Advisors reduced its McDonald's (MCD) stake by 16% in Q1 2026, selling an estimated $6.37M and leaving 101,474 shares worth $31.5M. The position accounts for 0.1% of the portfolio, ranked #140.

Lido Advisors first reported a position in MCD in Q1 2016 and has held it in 40 quarters since. The position peaked at $37M in Q4 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Lido Advisors held 101,474 shares of McDonald's worth $31.5M as of Q1 2026.
  • Lido Advisors sold 20,006 McDonald's shares in Q1 2026, an estimated $6.37M.
  • McDonald's made up 0.1% of Lido Advisors's portfolio in Q1 2026, its #140 holding.
  • Lido Advisors first reported a position in McDonald's in Q1 2016 and has held it in 40 quarters since.
  • Lido Advisors's McDonald's position peaked at $37M in Q4 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.