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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Louisbourg Investments's MCD Position: Q1 2026 in Review

Louisbourg Investments increased its McDonald's (MCD) stake by 2.1% in Q1 2026, buying an estimated $70.1K and bringing the position to 10,569 shares worth $2.8M. The position accounts for 0.53% of the portfolio, ranked #73.

Louisbourg Investments first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.21M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Louisbourg Investments held 10,569 shares of McDonald's worth $2.8M as of Q1 2026.
Louisbourg Investments bought 220 McDonald's shares in Q1 2026, an estimated $70.1K.
McDonald's made up 0.53% of Louisbourg Investments's portfolio in Q1 2026, its #73 holding.
Louisbourg Investments first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Louisbourg Investments's McDonald's position peaked at $3.21M in Q3 2024.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Louisbourg Investments's 13F filing for Q1 2026, filed 22 Apr 2026.