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LM Advisors’s McDonald's MCD Stock Holding History

LM 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
2026
Q2 		$438K Buy
1,624
+1,117
+220% +$320K 0.05% 161
2026
Q1 		$1.63K Buy
507
+9
+2% +$2.87K 0.03% 191
2025
Q4 		$1.63K Sell
498
-1,124
-69% -$344K 0.03% 189
2025
Q3 		$493K Sell
1,622
-250
-13% -$76.1K 0.07% 137
2025
Q2 		$547K Sell
1,872
-2,722
-59% -$839K 0.07% 121
2025
Q1 		$1.44M Sell
4,594
-435
-9% -$130K 0.26% 69
2024
Q4 		$1.46M Buy
5,029
+3,009
+149% +$897K 0.26% 71
2024
Q3 		$615K Hold
2,020
– – 0.13% 105
2024
Q2 		$515K Hold
2,020
– – ﹤0.01% 128
2024
Q1 		$570K Sell
2,020
-300
-13% -$87.2K 0.09% 129
2023
Q4 		$688K Buy
+2,320
New +$631K 0.14% 97

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LM Advisors's MCD Position: Q2 2026 in Review

LM Advisors increased its McDonald's (MCD) stake by 220% in Q2 2026, buying an estimated $320K and bringing the position to 1,624 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #161.

LM Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2024. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • LM Advisors held 1,624 shares of McDonald's worth $438K as of Q2 2026.
  • LM Advisors bought 1,117 McDonald's shares in Q2 2026, an estimated $320K.
  • McDonald's made up 0.05% of LM Advisors's portfolio in Q2 2026, its #161 holding.
  • LM Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's McDonald's position peaked at $1.46M in Q4 2024.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.