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Lion Street Advisors’s McDonald's MCD Stock Holding History

Lion Street 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
2025
Q3 		$273K Sell
1,112
-687
-38% -$209K 0.09% 169
2025
Q2 		$526K Buy
1,799
+13
+0.7% +$4.01K 0.16% 139
2025
Q1 		$558K Sell
1,786
-6
-0.3% -$1.79K 0.18% 119
2024
Q4 		$519K Sell
1,792
-33
-2% -$9.84K 0.17% 131
2024
Q3 		$556K Sell
1,825
-226
-11% -$62.3K 0.19% 116
2024
Q2 		$523K Sell
2,051
-136
-6% -$36.1K 0.19% 109
2024
Q1 		$649K Hold
2,187
– – 0.26% 91
2023
Q4 		$649K Sell
2,187
-7
-0.3% -$1.91K 0.27% 90
2023
Q3 		$578K Buy
2,194
+1,082
+97% +$309K 0.19% 109
2023
Q2 		$273K Buy
+1,112
New +$323K 0.09% 181
2020
Q2 		– Sell
-93
Closed -$15K – 248
2020
Q1 		$15K Buy
+93
New +$18.3K 0.08% 124

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return