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LMCG Investments’s McDonald's MCD Stock Holding History

LMCG Investments’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 		$1.07M Sell
3,436
-214
-6% -$68.2K 0.06% 156
2025
Q4 		$1.12M Sell
3,650
-13
-0.4% -$3.98K 0.06% 156
2025
Q3 		$1.11M Hold
3,663
– – 0.07% 156
2025
Q2 		$1.07M Sell
3,663
-30
-0.8% -$9.25K 0.07% 160
2025
Q1 		$1.15M Buy
3,693
+245
+7% +$73.3K 0.08% 162
2024
Q4 		$1,000K Sell
3,448
-5
-0.1% -$1.49K 0.06% 164
2024
Q3 		$1.05M Sell
3,453
-2
-0.1% -$551 0.06% 152
2024
Q2 		$880K Sell
3,455
-62
-2% -$16.4K 0.05% 202
2024
Q1 		$992K Sell
3,517
-27
-0.8% -$7.85K 0.06% 195
2023
Q4 		$1.05M Sell
3,544
-35
-1% -$9.53K 0.07% 218
2023
Q3 		$943K Hold
3,579
– – 0.06% 214
2023
Q2 		$1.07M Sell
3,579
-2
-0.1% -$581 0.07% 212
2023
Q1 		$1M Sell
3,581
-64
-2% -$17.1K 0.07% 210
2022
Q4 		$961K Sell
3,645
-16
-0.4% -$4.22K 0.07% 215
2022
Q3 		$845K Sell
3,661
-20
-0.5% -$5.11K 0.06% 234
2022
Q2 		$909K Sell
3,681
-3
-0.1% -$739 0.06% 228
2022
Q1 		$911K Buy
+3,684
New +$918K 0.05% 234
2015
Q3 		$2.93M Sell
29,756
-1,295
-4% -$126K 0.06% 345
2015
Q2 		$2.95M Sell
31,051
-3,319
-10% -$321K 0.06% 336
2015
Q1 		$3.35M Sell
34,370
-562
-2% -$53.3K 0.07% 338
2014
Q4 		$3.27M Sell
34,932
-1,129
-3% -$106K 0.07% 309
2014
Q3 		$3.42M Sell
36,061
-852
-2% -$81.3K 0.08% 299
2014
Q2 		$3.72M Buy
36,913
+2,825
+8% +$285K 0.08% 300
2014
Q1 		$3.34M Sell
34,088
-7,088
-17% -$678K 0.07% 291
2013
Q4 		$4M Sell
41,176
-11,107
-21% -$1.07M 0.08% 280
2013
Q3 		$5.03M Sell
52,283
-4,945
-9% -$483K 0.12% 249
2013
Q2 		$5.67M Buy
+57,228
New +$5.73M 0.15% 226

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

LMCG Investments's MCD Position: Q1 2026 in Review

LMCG Investments reduced its McDonald's (MCD) stake by 5.9% in Q1 2026, selling an estimated $68.2K and leaving 3,436 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #156.

LMCG Investments first reported a position in MCD in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.67M in Q2 2013. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • LMCG Investments held 3,436 shares of McDonald's worth $1.07M as of Q1 2026.
  • LMCG Investments sold 214 McDonald's shares in Q1 2026, an estimated $68.2K.
  • McDonald's made up 0.06% of LMCG Investments's portfolio in Q1 2026, its #156 holding.
  • LMCG Investments first reported a position in McDonald's in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's McDonald's position peaked at $5.67M in Q2 2013.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.