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Lowe Brockenbrough & Co’s McDonald's MCD Stock Holding History

Lowe Brockenbrough & Co’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 		$5.74M Sell
18,466
-173
-0.9% -$55.1K 0.29% 79
2025
Q4 		$5.7M Buy
18,639
+122
+0.7% +$37.4K 0.28% 79
2025
Q3 		$5.63M Buy
18,517
+499
+3% +$152K 0.29% 78
2025
Q2 		$5.26M Buy
18,018
+500
+3% +$154K 0.3% 81
2025
Q1 		$5.47M Sell
17,518
-241
-1% -$72.1K 0.36% 75
2024
Q4 		$5.15M Sell
17,759
-164
-0.9% -$48.9K 0.33% 74
2024
Q3 		$5.46M Buy
17,923
+1,606
+10% +$443K 0.35% 72
2024
Q2 		$4.16M Sell
16,317
-258
-2% -$68.4K 0.28% 89
2024
Q1 		$4.67M Sell
16,575
-1,629
-9% -$474K 0.32% 84
2023
Q4 		$5.4M Buy
18,204
+1,001
+6% +$272K 0.42% 69
2023
Q3 		$4.53M Sell
17,203
-2,711
-14% -$773K 0.35% 80
2023
Q2 		$5.94M Sell
19,914
-131
-0.7% -$38.1K 0.45% 66
2023
Q1 		$5.6M Buy
20,045
+722
+4% +$193K 0.45% 66
2022
Q4 		$5.09M Sell
19,323
-1,256
-6% -$331K 0.44% 70
2022
Q3 		$4.75M Buy
20,579
+58
+0.3% +$14.8K 0.46% 65
2022
Q2 		$5.07M Sell
20,521
-356
-2% -$87.7K 0.44% 68
2022
Q1 		$5.16M Buy
20,877
+600
+3% +$149K 0.38% 74
2021
Q4 		$5.44M Buy
20,277
+3,385
+20% +$855K 0.4% 71
2021
Q3 		$4.07M Sell
16,892
-2,300
-12% -$549K 0.32% 83
2021
Q2 		$4.43M Sell
19,192
-30
-0.2% -$6.98K 0.4% 70
2021
Q1 		$4.31M Sell
19,222
-215
-1% -$46K 0.42% 70
2020
Q4 		$4.17M Sell
19,437
-73
-0.4% -$15.9K 0.45% 70
2020
Q3 		$4.28M Sell
19,510
-130
-0.7% -$26.7K 0.53% 61
2020
Q2 		$3.62M Sell
19,640
-135
-0.7% -$24.8K 0.49% 64
2020
Q1 		$3.27M Sell
19,775
-279
-1% -$55K 0.54% 63
2019
Q4 		$3.96M Sell
20,054
-46
-0.2% -$9.13K 0.49% 65
2019
Q3 		$4.32M Sell
20,100
-155
-0.8% -$33.2K 0.58% 61
2019
Q2 		$4.21M Sell
20,255
-70
-0.3% -$13.9K 0.57% 59
2019
Q1 		$3.86M Sell
20,325
-89
-0.4% -$16.2K 0.54% 60
2018
Q4 		$3.63M Sell
20,414
-562
-3% -$99.7K 0.59% 58
2018
Q3 		$3.51M Sell
20,976
-877
-4% -$141K 0.49% 66
2018
Q2 		$3.42M Sell
21,853
-225
-1% -$36.5K 0.5% 65
2018
Q1 		$3.45M Sell
22,078
-3
-0% -$494 0.51% 68
2017
Q4 		$3.8M Buy
22,081
+240
+1% +$40.3K 0.55% 61
2017
Q3 		$3.42M Sell
21,841
-1,001
-4% -$157K 0.52% 64
2017
Q2 		$3.5M Sell
22,842
-586
-3% -$84.7K 0.55% 61
2017
Q1 		$3.04M Buy
23,428
+1,556
+7% +$195K 0.48% 67
2016
Q4 		$2.66M Sell
21,872
-963
-4% -$113K 0.45% 69
2016
Q3 		$2.63M Sell
22,835
-875
-4% -$104K 0.45% 70
2016
Q2 		$2.85M Sell
23,710
-1,370
-5% -$172K 0.5% 69
2016
Q1 		$3.15M Sell
25,080
-1,165
-4% -$139K 0.54% 64
2015
Q4 		$3.1M Sell
26,245
-1,160
-4% -$130K 0.53% 67
2015
Q3 		$2.7M Sell
27,405
-834
-3% -$81.2K 0.47% 73
2015
Q2 		$2.69M Sell
28,239
-2,732
-9% -$264K 0.43% 78
2015
Q1 		$3.02M Sell
30,971
-365
-1% -$34.6K 0.48% 73
2014
Q4 		$2.94M Sell
31,336
-4,100
-12% -$384K 0.47% 77
2014
Q3 		$3.36M Buy
35,436
+2
+0% +$191 0.54% 68
2014
Q2 		$3.57M Sell
35,434
-570
-2% -$57.5K 0.57% 64
2014
Q1 		$3.53M Sell
36,004
-5,519
-13% -$528K 0.59% 62
2013
Q4 		$4.03M Sell
41,523
-1,648
-4% -$158K 0.67% 58
2013
Q3 		$4.15M Sell
43,171
-2,263
-5% -$221K 0.76% 56
2013
Q2 		$4.5M Buy
+45,434
New +$4.55M 0.84% 50

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

Lowe Brockenbrough & Co's MCD Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its McDonald's (MCD) stake by 0.93% in Q1 2026, selling an estimated $55.1K and leaving 18,466 shares worth $5.74M. The position accounts for 0.29% of the portfolio, ranked #79.

Lowe Brockenbrough & Co first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.94M in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Lowe Brockenbrough & Co held 18,466 shares of McDonald's worth $5.74M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 173 McDonald's shares in Q1 2026, an estimated $55.1K.
  • McDonald's made up 0.29% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #79 holding.
  • Lowe Brockenbrough & Co first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's McDonald's position peaked at $5.94M in Q2 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.