LS Investment Advisors’s McDonald's MCD Stock Holding History

LS Investment Advisors’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	$327K	Sell	1,211 -1,758	-59%	-$504K	0.04%	115
2026 Q1	$923K	Sell	2,969 -764	-20%	-$243K	0.14%	81
2025 Q4	$1.14M	Sell	3,733 -203	-5%	-$62.2K	0.16%	74
2025 Q3	$1.2M	Sell	3,936 -865	-18%	-$263K	0.17%	73
2025 Q2	$1.4M	Sell	4,801 -340	-7%	-$105K	0.21%	65
2025 Q1	$1.61M	Sell	5,141 -987	-16%	-$295K	0.25%	61
2024 Q4	$1.78M	Hold	6,128	–	–	0.26%	57
2024 Q3	$1.87M	Sell	6,128 -5,045	-45%	-$1.39M	0.28%	59
2024 Q2	$2.85M	Sell	11,173 -8,008	-42%	-$2.12M	0.44%	48
2024 Q1	$5.41M	Buy	19,181 +1,144	+6%	+$333K	0.86%	38
2023 Q4	$5.35M	Buy	18,037 +283	+2%	+$77K	0.93%	37
2023 Q3	$4.68M	Buy	17,754 +2,427	+16%	+$692K	0.88%	37
2023 Q2	$4.57M	Buy	15,327 +4,763	+45%	+$1.38M	0.8%	40
2023 Q1	$2.95M	Buy	10,564 +6,990	+196%	+$1.87M	0.55%	44
2022 Q4	$942K	Buy	3,574 +1,752	+96%	+$462K	0.18%	69
2022 Q3	$420K	Hold	1,822	–	–	0.09%	95
2022 Q2	$450K	Hold	1,822	–	–	0.08%	93
2022 Q1	$451K	Hold	1,822	–	–	0.07%	101
2021 Q4	$488K	Sell	1,822 -955	-34%	-$241K	0.07%	99
2021 Q3	$670K	Hold	2,777	–	–	0.09%	94
2021 Q2	$641K	Sell	2,777 -33,215	-92%	-$7.73M	0.08%	98
2021 Q1	$8.07M	Sell	35,992 -4,973	-12%	-$1.06M	0.45%	54
2020 Q4	$8.79M	Buy	40,965 +2,826	+7%	+$615K	0.46%	51
2020 Q3	$8.37M	Sell	38,139 -3,666	-9%	-$753K	0.47%	49
2020 Q2	$7.71M	Sell	41,805 -2,142	-5%	-$393K	0.48%	48
2020 Q1	$7.27M	Sell	43,947 -983	-2%	-$194K	0.53%	46
2019 Q4	$8.88M	Buy	44,930 +3,213	+8%	+$637K	0.48%	44
2019 Q3	$8.96M	Buy	41,717 +2,156	+5%	+$462K	0.52%	42
2019 Q2	$8.21M	Buy	39,561 +538	+1%	+$107K	0.5%	45
2019 Q1	$7.41M	Sell	39,023 -1,940	-5%	-$352K	0.46%	48
2018 Q4	$7.27M	Sell	40,963 -4,900	-11%	-$869K	0.51%	45
2018 Q3	$7.67M	Buy	45,863 +2,491	+6%	+$399K	0.44%	52
2018 Q2	$6.8M	Sell	43,372 -1,301	-3%	-$211K	0.41%	51
2018 Q1	$6.99M	Buy	44,673 +94	+0.2%	+$15.5K	0.42%	51
2017 Q4	$7.67M	Sell	44,579 -4,035	-8%	-$678K	0.45%	48
2017 Q3	$7.62M	Sell	48,614 -2,233	-4%	-$350K	0.45%	50
2017 Q2	$7.79M	Sell	50,847 -2,802	-5%	-$405K	0.48%	47
2017 Q1	$6.95M	Buy	53,649 +3,573	+7%	+$448K	0.45%	49
2016 Q4	$6.09M	Buy	50,076 +3,059	+7%	+$359K	0.43%	49
2016 Q3	$5.42M	Sell	47,017 -9,414	-17%	-$1.12M	0.4%	52
2016 Q2	$6.79M	Buy	56,431 +4,198	+8%	+$526K	0.47%	50
2016 Q1	$6.57M	Buy	52,233 +8,029	+18%	+$959K	0.49%	50
2015 Q4	$5.22M	Sell	44,204 -14,109	-24%	-$1.58M	0.4%	55
2015 Q3	$5.75M	Sell	58,313 -1,328	-2%	-$129K	0.46%	50
2015 Q2	$5.67M	Sell	59,641 -8,314	-12%	-$804K	0.42%	50
2015 Q1	$6.62M	Buy	67,955 +8,094	+14%	+$768K	0.51%	46
2014 Q4	$5.61M	Buy	59,861 +2,323	+4%	+$217K	0.45%	47
2014 Q3	$5.46M	Buy	57,538 +761	+1%	+$72.6K	0.47%	49
2014 Q2	$5.72M	Sell	56,777 -10,793	-16%	-$1.09M	0.49%	47
2014 Q1	$6.62M	Buy	67,570 +8,695	+15%	+$831K	0.54%	49
2013 Q4	$5.71M	Buy	58,875 +13,287	+29%	+$1.28M	0.52%	50
2013 Q3	$4.39M	Sell	45,588 -126,627	-74%	-$12.4M	0.53%	50
2013 Q2	$17M	Buy	+172,215	New	+$17.2M	2.19%	5

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

LS Investment Advisors's MCD Position: Q2 2026 in Review

LS Investment Advisors reduced its McDonald's (MCD) stake by 59% in Q2 2026, selling an estimated $504K and leaving 1,211 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #115.

LS Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $17M in Q2 2013. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LS Investment Advisors held 1,211 shares of McDonald's worth $327K as of Q2 2026.
LS Investment Advisors sold 1,758 McDonald's shares in Q2 2026, an estimated $504K.
McDonald's made up 0.04% of LS Investment Advisors's portfolio in Q2 2026, its #115 holding.
LS Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
LS Investment Advisors's McDonald's position peaked at $17M in Q2 2013.
895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.