Lummis Asset Management’s McDonald's MCD Stock Holding History

Lummis Asset Management’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	$67.8K	Sell	251 -17	-6%	-$4.88K	0.04%	81
2026 Q1	$83.3K	Sell	268 -7	-3%	-$2.23K	0.05%	75
2025 Q4	$84K	Hold	275	–	–	0.05%	72
2025 Q3	$83.6K	Hold	275	–	–	0.05%	73
2025 Q2	$80.3K	Hold	275	–	–	0.05%	71
2025 Q1	$85.9K	Sell	275 -7	-2%	-$2.09K	0.06%	71
2024 Q4	$81.7K	Hold	282	–	–	0.1%	48
2024 Q3	$85.9K	Sell	282 -20	-7%	-$5.51K	0.1%	52
2024 Q2	$77K	Hold	302	–	–	0.1%	49
2024 Q1	$85.1K	Sell	302 -18	-6%	-$5.24K	0.11%	48
2023 Q4	$94.9K	Buy	+320	New	+$87.1K	0.07%	69

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lummis Asset Management's MCD Position: Q2 2026 in Review

Lummis Asset Management reduced its McDonald's (MCD) stake by 6.3% in Q2 2026, selling an estimated $4.88K and leaving 251 shares worth $67.8K. The position accounts for 0.04% of the portfolio, ranked #81.

Lummis Asset Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $94.9K in Q4 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Lummis Asset Management held 251 shares of McDonald's worth $67.8K as of Q2 2026.
Lummis Asset Management sold 17 McDonald's shares in Q2 2026, an estimated $4.88K.
McDonald's made up 0.04% of Lummis Asset Management's portfolio in Q2 2026, its #81 holding.
Lummis Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's McDonald's position peaked at $94.9K in Q4 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.