Lipe & Dalton’s McDonald's MCD Stock Holding History

Lipe & Dalton’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	$471K	Hold	1,743	–	–	0.22%	60
2026 Q1	$542K	Hold	1,743	–	–	0.28%	54
2025 Q4	$533K	Hold	1,743	–	–	0.26%	59
2025 Q3	$530K	Hold	1,743	–	–	0.26%	60
2025 Q2	$509K	Hold	1,743	–	–	0.28%	57
2025 Q1	$544K	Hold	1,743	–	–	0.3%	57
2024 Q4	$505K	Sell	1,743 -100	-5%	-$29.8K	0.27%	61
2024 Q3	$561K	Hold	1,843	–	–	0.28%	60
2024 Q2	$470K	Hold	1,843	–	–	0.25%	63
2024 Q1	$520K	Hold	1,843	–	–	0.27%	64
2023 Q4	$546K	Hold	1,843	–	–	0.3%	58
2023 Q3	$486K	Hold	1,843	–	–	0.29%	61
2023 Q2	$550K	Hold	1,843	–	–	0.31%	61
2023 Q1	$515K	Hold	1,843	–	–	0.3%	62
2022 Q4	$486K	Hold	1,843	–	–	0.28%	59
2022 Q3	$425K	Hold	1,843	–	–	0.27%	63
2022 Q2	$455K	Hold	1,843	–	–	0.27%	62
2022 Q1	$456K	Sell	1,843 -47	-2%	-$11.7K	0.22%	61
2021 Q4	$507K	Buy	1,890 +47	+3%	+$11.9K	0.24%	60
2021 Q3	$444K	Hold	1,843	–	–	0.23%	58
2021 Q2	$426K	Hold	1,843	–	–	0.22%	58
2021 Q1	$413K	Sell	1,843 -100	-5%	-$21.4K	0.23%	58
2020 Q4	$417K	Hold	1,943	–	–	0.26%	56
2020 Q3	$426K	Hold	1,943	–	–	0.3%	54
2020 Q2	$358K	Hold	1,943	–	–	0.26%	57
2020 Q1	$321K	Hold	1,943	–	–	0.27%	56
2019 Q4	$384K	Sell	1,943 -275	-12%	-$54.5K	0.25%	56
2019 Q3	$476K	Hold	2,218	–	–	0.35%	52
2019 Q2	$461K	Hold	2,218	–	–	0.33%	51
2019 Q1	$421K	Hold	2,218	–	–	0.31%	51
2018 Q4	$394K	Hold	2,218	–	–	0.32%	49
2018 Q3	$371K	Hold	2,218	–	–	0.25%	48
2018 Q2	$348K	Buy	2,218 +100	+5%	+$16.2K	0.26%	48
2018 Q1	$331K	Hold	2,118	–	–	0.24%	53
2017 Q4	$365K	Hold	2,118	–	–	0.25%	49
2017 Q3	$332K	Buy	2,118 +275	+15%	+$43.1K	0.23%	49
2017 Q2	$282K	Hold	1,843	–	–	0.18%	55
2017 Q1	$239K	Hold	1,843	–	–	0.17%	58
2016 Q4	$224K	Hold	1,843	–	–	0.16%	59
2016 Q3	$213K	Hold	1,843	–	–	0.14%	81
2016 Q2	$222K	Hold	1,843	–	–	0.15%	80
2016 Q1	$232K	Buy	1,843 +100	+6%	+$11.9K	0.18%	57
2015 Q4	$206K	Sell	1,743 -340	-16%	-$38K	0.17%	60
2015 Q3	$205K	Buy	+2,083	New	+$203K	0.17%	64
2015 Q2	–	Sell	-2,083	Closed	-$203K	–	68
2015 Q1	$203K	Sell	2,083 -100	-5%	-$9.49K	0.14%	65
2014 Q4	$205K	Buy	+2,183	New	+$204K	0.14%	64
2014 Q3	–	Sell	-2,083	Closed	-$210K	–	64
2014 Q2	$210K	Hold	2,083	–	–	0.13%	58
2014 Q1	$212K	Hold	2,083	–	–	0.14%	54
2013 Q4	$202K	Sell	2,083 -25	-1%	-$2.4K	0.14%	57
2013 Q3	$203K	Hold	2,108	–	–	0.15%	60
2013 Q2	$209K	Buy	+2,108	New	+$211K	0.17%	49

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lipe & Dalton's MCD Position: Q2 2026 in Review

Lipe & Dalton held its McDonald's (MCD) position steady in Q2 2026 at 1,743 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #60.

Lipe & Dalton first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $561K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lipe & Dalton held 1,743 shares of McDonald's worth $471K as of Q2 2026.
Lipe & Dalton left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.22% of Lipe & Dalton's portfolio in Q2 2026, its #60 holding.
Lipe & Dalton first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
Lipe & Dalton's McDonald's position peaked at $561K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.