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Lodestar Private Asset Management’s McDonald's MCD Stock Holding History

Lodestar Private Asset Management’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 		$529K Sell
1,956
-65
-3% -$18.6K 0.05% 155
2026
Q1 		$628K Sell
2,021
-157
-7% -$50K 0.06% 137
2025
Q4 		$666K Sell
2,178
-120
-5% -$36.8K 0.07% 133
2025
Q3 		$698K Sell
2,298
-60
-3% -$18.3K 0.07% 127
2025
Q2 		$689K Buy
2,358
+104
+5% +$32.1K 0.08% 120
2025
Q1 		$704K Sell
2,254
-25
-1% -$7.48K 0.09% 114
2024
Q4 		$661K Sell
2,279
-65
-3% -$19.4K 0.08% 123
2024
Q3 		$714K Buy
2,344
+193
+9% +$53.2K 0.09% 115
2024
Q2 		$548K Sell
2,151
-99
-4% -$26.3K 0.08% 129
2024
Q1 		$634K Sell
2,250
-155
-6% -$45.1K 0.09% 123
2023
Q4 		$713K Sell
2,405
-165
-6% -$44.9K 0.11% 110
2023
Q3 		$677K Buy
2,570
+3
+0.1% +$856 0.12% 110
2023
Q2 		$766K Sell
2,567
-51
-2% -$14.8K 0.13% 101
2023
Q1 		$732K Buy
2,618
+40
+2% +$10.7K 0.13% 104
2022
Q4 		$679K Buy
+2,578
New +$680K 0.13% 104

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

Lodestar Private Asset Management's MCD Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $18.6K and leaving 1,956 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #155.

Lodestar Private Asset Management first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $766K in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lodestar Private Asset Management held 1,956 shares of McDonald's worth $529K as of Q2 2026.
  • Lodestar Private Asset Management sold 65 McDonald's shares in Q2 2026, an estimated $18.6K.
  • McDonald's made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #155 holding.
  • Lodestar Private Asset Management first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's McDonald's position peaked at $766K in Q2 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.