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Lokken Investment Group’s McDonald's MCD Stock Holding History

Lokken Investment Group’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
2025
Q3 		$779K Sell
2,563
-398
-13% -$121K 0.27% 77
2025
Q2 		$865K Buy
2,961
+620
+26% +$191K 0.33% 67
2025
Q1 		$731K Sell
2,341
-122
-5% -$36.5K 0.31% 70
2024
Q4 		$714K Buy
2,463
+425
+21% +$127K 0.31% 74
2024
Q3 		$621K Buy
2,038
+27
+1% +$7.44K 0.26% 81
2024
Q2 		$513K Buy
2,011
+13
+0.7% +$3.45K 0.24% 85
2024
Q1 		$563K Hold
1,998
– – 0.28% 80
2023
Q4 		$592K Buy
1,998
+41
+2% +$11.2K 0.34% 70
2023
Q3 		$516K Sell
1,957
-56
-3% -$16K 0.34% 73
2023
Q2 		$601K Buy
2,013
+6
+0.3% +$1.74K 0.39% 63
2023
Q1 		$561K Buy
2,007
+41
+2% +$11K 0.43% 55
2022
Q4 		$518K Hold
1,966
– – 0.41% 57
2022
Q3 		$454K Buy
1,966
+100
+5% +$25.6K 0.39% 56
2022
Q2 		$461K Hold
1,866
– – 0.37% 57
2022
Q1 		$465K Sell
1,866
-45
-2% -$11.2K 0.37% 61
2021
Q4 		$512K Buy
1,911
+22
+1% +$5.55K 0.37% 56
2021
Q3 		$455K Hold
1,889
– – 0.36% 61
2021
Q2 		$436K Sell
1,889
-27
-1% -$6.28K 0.35% 62
2021
Q1 		$429K Buy
1,916
+1
+0.1% +$214 0.38% 61
2020
Q4 		$411K Buy
+1,915
New +$416K 0.38% 56

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lokken Investment Group's MCD Position: Q3 2025 in Review

Lokken Investment Group reduced its McDonald's (MCD) stake by 13% in Q3 2025, selling an estimated $121K and leaving 2,563 shares worth $779K. The position accounts for 0.27% of the portfolio, ranked #77.

Lokken Investment Group first reported a position in MCD in Q4 2020 and has held it in 20 quarters since. The position peaked at $865K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Lokken Investment Group held 2,563 shares of McDonald's worth $779K as of Q3 2025.
  • Lokken Investment Group sold 398 McDonald's shares in Q3 2025, an estimated $121K.
  • McDonald's made up 0.27% of Lokken Investment Group's portfolio in Q3 2025, its #77 holding.
  • Lokken Investment Group first reported a position in McDonald's in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's McDonald's position peaked at $865K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.