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
Q2 		$1.54M Buy
5,700
+2,800
+97% +$803K ﹤0.01% 895
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 $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

Lido Advisors's MCD Position: Q2 2026 in Review

Lido Advisors increased its McDonald's (MCD) stake by 6.6% in Q2 2026, buying an estimated $1.92M and bringing the position to 108,180 shares worth $29.2M. The position accounts for 0.08% of the portfolio, ranked #165.

Lido Advisors first reported a position in MCD in Q1 2016 and has held it in 41 quarters since. The position peaked at $37M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lido Advisors held 108,180 shares of McDonald's worth $29.2M as of Q2 2026.
  • Lido Advisors bought 6,706 McDonald's shares in Q2 2026, an estimated $1.92M.
  • McDonald's made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #165 holding.
  • Lido Advisors first reported a position in McDonald's in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's McDonald's position peaked at $37M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.