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 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 $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

Lummis Asset Management's MCD Position: Q1 2026 in Review

Lummis Asset Management reduced its McDonald's (MCD) stake by 2.5% in Q1 2026, selling an estimated $2.23K and leaving 268 shares worth $83.3K. The position accounts for 0.05% of the portfolio, ranked #75.

Lummis Asset Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $94.9K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Lummis Asset Management held 268 shares of McDonald's worth $83.3K as of Q1 2026.
Lummis Asset Management sold 7 McDonald's shares in Q1 2026, an estimated $2.23K.
McDonald's made up 0.05% of Lummis Asset Management's portfolio in Q1 2026, its #75 holding.
Lummis Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Lummis Asset Management's McDonald's position peaked at $94.9K in Q4 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.