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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 $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lion Street Advisors's MCD Position: Q3 2025 in Review

Lion Street Advisors reduced its McDonald's (MCD) stake by 38% in Q3 2025, selling an estimated $209K and leaving 1,112 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #169.

Lion Street Advisors first reported a position in MCD in Q1 2020 and has held it in 11 quarters since. The position peaked at $649K in Q1 2024. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Lion Street Advisors held 1,112 shares of McDonald's worth $273K as of Q3 2025.
  • Lion Street Advisors sold 687 McDonald's shares in Q3 2025, an estimated $209K.
  • McDonald's made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #169 holding.
  • Lion Street Advisors first reported a position in McDonald's in Q1 2020 and has held it in 11 quarters since.
  • Lion Street Advisors's McDonald's position peaked at $649K in Q1 2024.
  • 3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.