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Lorne Steinberg Wealth Management’s McDonald's MCD Stock Holding History

Lorne Steinberg Wealth 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 		$5.53M Buy
20,470
+10,449
+104% +$3M 1.14% 37
2026
Q1 		$3.11M Buy
10,021
+420
+4% +$134K 0.74% 48
2025
Q4 		$2.93M Buy
9,601
+50
+0.5% +$15.3K 0.67% 49
2025
Q3 		$2.9M Buy
9,551
+8,304
+666% +$2.53M 0.7% 49
2025
Q2 		$364K Hold
1,247
– – 0.1% 63
2025
Q1 		$390K Sell
1,247
-16
-1% -$4.79K 0.11% 62
2024
Q4 		$366K Hold
1,263
– – 0.11% 60
2024
Q3 		$385K Buy
1,263
+175
+16% +$48.2K 0.11% 61
2024
Q2 		$277K Sell
1,088
-192
-15% -$50.9K 0.09% 66
2024
Q1 		$361K Sell
1,280
-476
-27% -$138K 0.11% 62
2023
Q4 		$521K Sell
1,756
-90
-5% -$24.5K 0.17% 60
2023
Q3 		$486K Hold
1,846
– – 0.19% 58
2023
Q2 		$551K Buy
1,846
+35
+2% +$10.2K 0.21% 54
2023
Q1 		$506K Sell
1,811
-30
-2% -$8.04K 0.2% 54
2022
Q4 		$485K Buy
1,841
+97
+6% +$25.6K 0.21% 58
2022
Q3 		$402K Buy
1,744
+79
+5% +$20.2K 0.2% 55
2022
Q2 		$411K Hold
1,665
– – 0.19% 55
2022
Q1 		$412K Hold
1,665
– – 0.19% 53
2021
Q4 		$446K Buy
1,665
+143
+9% +$36.1K 0.19% 53
2021
Q3 		$367K Hold
1,522
– – 0.18% 55
2021
Q2 		$352K Hold
1,522
– – 0.17% 54
2021
Q1 		$341K Sell
1,522
-220
-13% -$47.1K 0.18% 54
2020
Q4 		$375K Buy
+1,742
New +$379K 0.23% 52

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

Lorne Steinberg Wealth Management's MCD Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its McDonald's (MCD) stake by 104% in Q2 2026, buying an estimated $3M and bringing the position to 20,470 shares worth $5.53M. The position accounts for 1.14% of the portfolio, ranked #37.

Lorne Steinberg Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Lorne Steinberg Wealth Management held 20,470 shares of McDonald's worth $5.53M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 10,449 McDonald's shares in Q2 2026, an estimated $3M.
  • McDonald's made up 1.14% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Lorne Steinberg Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.