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 Q2	$12.5K	Sell	46 -10	-18%	-$2.87K	﹤0.01%	356
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lloyd Advisory Services's MCD Position: Q2 2026 in Review

Lloyd Advisory Services reduced its McDonald's (MCD) stake by 18% in Q2 2026, selling an estimated $2.87K and leaving 46 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Lloyd Advisory Services first reported a position in MCD in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lloyd Advisory Services held 46 shares of McDonald's worth $12.5K as of Q2 2026.
Lloyd Advisory Services sold 10 McDonald's shares in Q2 2026, an estimated $2.87K.
McDonald's made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #356 holding.
Lloyd Advisory Services first reported a position in McDonald's in Q1 2020 and has held it in 15 quarters since.
Lloyd Advisory Services's McDonald's position peaked at $2.58M in Q1 2024.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.