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Louisbourg Investments’s McDonald's MCD Stock Holding History

Louisbourg Investments’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 		$2.43M Buy
10,620
+51
+0.5% +$14.6K 0.45% 74
2026
Q1 		$2.8M Buy
10,569
+220
+2% +$70.1K 0.53% 73
2025
Q4 		$2.71M Buy
10,349
+357
+4% +$109K 0.54% 73
2025
Q3 		$2.57M Hold
9,992
– – 0.56% 66
2025
Q2 		$2.49M Sell
9,992
-295
-3% -$90.9K 0.59% 67
2025
Q1 		$2.69M Buy
10,287
+110
+1% +$32.9K 0.73% 56
2024
Q4 		$2.48M Sell
10,177
-2,075
-17% -$619K 0.65% 58
2024
Q3 		$3.21M Sell
12,252
-550
-4% -$152K 0.81% 49
2024
Q2 		$2.79M Buy
12,802
+7,080
+124% +$1.88M 0.78% 52
2024
Q1 		$1.53M Sell
5,722
-323
-5% -$93.9K 0.43% 65
2023
Q4 		$1.71M Buy
+6,045
New +$1.65M 0.52% 62

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 $3.38T AUM 44.17% 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

Louisbourg Investments's MCD Position: Q2 2026 in Review

Louisbourg Investments increased its McDonald's (MCD) stake by 0.48% in Q2 2026, buying an estimated $14.6K and bringing the position to 10,620 shares worth $2.43M. The position accounts for 0.45% of the portfolio, ranked #74.

Louisbourg Investments first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q3 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Louisbourg Investments held 10,620 shares of McDonald's worth $2.43M as of Q2 2026.
  • Louisbourg Investments bought 51 McDonald's shares in Q2 2026, an estimated $14.6K.
  • McDonald's made up 0.45% of Louisbourg Investments's portfolio in Q2 2026, its #74 holding.
  • Louisbourg Investments first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's McDonald's position peaked at $3.21M in Q3 2024.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.