Lloyd Advisory Services’s McDonald's MCD Stock Holding History

Lloyd Advisory Services’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	$17.5K	Buy	56 +44	+367%	+$14K	0.01%	411
2025 Q4	$3.71K	Buy	+12	New	+$3.67K	﹤0.01%	424
2024 Q2	–	Sell	-9,165	Closed	-$2.58M	–	155
2024 Q1	$2.58M	Buy	9,165 +7,649	+505%	+$2.22M	0.55%	22
2023 Q4	$449K	Sell	1,516 -2,264	-60%	-$616K	0.21%	57
2023 Q3	$996K	Buy	+3,780	New	+$1.08M	0.33%	65
2022 Q2	–	Sell	-90	Closed	-$22K	–	357
2022 Q1	$22K	Buy	90 +5	+6%	+$1.25K	0.01%	337
2021 Q4	$23K	Buy	85 +5	+6%	+$1.26K	0.01%	280
2021 Q3	$19K	Buy	80 +22	+38%	+$5.25K	0.01%	255
2021 Q2	$14K	Buy	58 +12	+26%	+$2.79K	0.01%	257
2021 Q1	$10K	Hold	46	–	–	0.01%	239
2020 Q4	$10K	Sell	46 -10	-18%	-$2.17K	0.01%	203
2020 Q3	$12K	Buy	56 +26	+87%	+$5.34K	0.01%	177
2020 Q2	$6K	Hold	30	–	–	﹤0.01%	203
2020 Q1	$5K	Buy	+30	New	+$5.91K	﹤0.01%	179

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return