LRI Investments’s McDonald's MCD Stock Holding History

LRI 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	$1.41M	Sell	5,230 -175	-3%	-$50.2K	0.11%	101
2026 Q1	$1.68M	Sell	5,405 -1,371	-20%	-$437K	0.15%	78
2025 Q4	$2.07M	Sell	6,776 -62	-0.9%	-$19K	0.17%	66
2025 Q3	$2.08M	Sell	6,838 -156	-2%	-$47.5K	0.17%	62
2025 Q2	$2.04M	Sell	6,994 -51	-0.7%	-$15.7K	0.17%	57
2025 Q1	$2.2M	Sell	7,045 -355	-5%	-$106K	0.21%	50
2024 Q4	$2.15M	Sell	7,400 -18	-0.2%	-$5.37K	0.21%	42
2024 Q3	$2.21M	Buy	7,418 +1,730	+30%	+$477K	0.21%	42
2024 Q2	$1.45M	Buy	5,688 +2,251	+65%	+$597K	0.17%	47
2024 Q1	$969K	Buy	+3,437	New	+$1,000K	0.24%	45

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's MCD Position: Q2 2026 in Review

LRI Investments reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $50.2K and leaving 5,230 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #101.

LRI Investments first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LRI Investments held 5,230 shares of McDonald's worth $1.41M as of Q2 2026.
LRI Investments sold 175 McDonald's shares in Q2 2026, an estimated $50.2K.
McDonald's made up 0.11% of LRI Investments's portfolio in Q2 2026, its #101 holding.
LRI Investments first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
LRI Investments's McDonald's position peaked at $2.21M in Q3 2024.
1,624 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.