LAM
MCD icon

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
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
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

LOM Asset Management's MCD Position: Q1 2026 in Review

LOM Asset Management reduced its McDonald's (MCD) stake by 1.8% in Q1 2026, selling an estimated $11.2K and leaving 1,880 shares worth $584K. The position accounts for 0.17% of the portfolio, ranked #121.

LOM Asset Management first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. The position peaked at $587K in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • LOM Asset Management held 1,880 shares of McDonald's worth $584K as of Q1 2026.
  • LOM Asset Management sold 35 McDonald's shares in Q1 2026, an estimated $11.2K.
  • McDonald's made up 0.17% of LOM Asset Management's portfolio in Q1 2026, its #121 holding.
  • LOM Asset Management first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's McDonald's position peaked at $587K in Q3 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.