LOM Asset Management’s McDonald's MCD Stock Holding History

LOM 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	$501K	Sell	1,855 -25	-1%	-$7.17K	0.13%	127
2026 Q1	$584K	Sell	1,880 -35	-2%	-$11.2K	0.17%	121
2025 Q4	$585K	Sell	1,915 -15	-0.8%	-$4.59K	0.17%	122
2025 Q3	$587K	Hold	1,930	–	–	0.18%	121
2025 Q2	$564K	Buy	+1,930	New	+$595K	0.19%	118

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

LOM Asset Management's MCD Position: Q2 2026 in Review

LOM Asset Management reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $7.17K and leaving 1,855 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #127.

LOM Asset Management first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $587K in Q3 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LOM Asset Management held 1,855 shares of McDonald's worth $501K as of Q2 2026.
LOM Asset Management sold 25 McDonald's shares in Q2 2026, an estimated $7.17K.
McDonald's made up 0.13% of LOM Asset Management's portfolio in Q2 2026, its #127 holding.
LOM Asset Management first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's McDonald's position peaked at $587K in Q3 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.