Luts & Greenleigh Group’s McDonald's MCD Stock Holding History

Luts & Greenleigh Group’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	$380K	Buy	1,221 +19	+2%	+$6.05K	0.3%	55
2025 Q4	$367K	Sell	1,202 -46	-4%	-$14.1K	0.31%	56
2025 Q3	$379K	Buy	1,248 +1	+0.1%	+$304	0.34%	53
2025 Q2	$364K	Sell	1,247 -2	-0.2%	-$617	0.35%	54
2025 Q1	$390K	Buy	1,249 +4	+0.3%	+$1.2K	0.39%	50
2024 Q4	$361K	Buy	1,245 +4	+0.3%	+$1.19K	0.36%	52
2024 Q3	$378K	Buy	1,241 +13	+1%	+$3.58K	0.36%	50
2024 Q2	$313K	Buy	+1,228	New	+$326K	0.33%	52
2023 Q4	$399K	Buy	1,344 +5	+0.4%	+$1.36K	0.5%	39
2023 Q3	$353K	Sell	1,339 -9	-0.7%	-$2.57K	0.44%	42
2023 Q2	$402K	Sell	1,348 -77	-5%	-$22.4K	0.5%	39
2023 Q1	$398K	Buy	1,425 +6	+0.4%	+$1.61K	0.51%	37
2022 Q4	$374K	Buy	+1,419	New	+$374K	0.47%	37

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

Luts & Greenleigh Group's MCD Position: Q1 2026 in Review

Luts & Greenleigh Group increased its McDonald's (MCD) stake by 1.6% in Q1 2026, buying an estimated $6.05K and bringing the position to 1,221 shares worth $380K. The position accounts for 0.3% of the portfolio, ranked #55.

Luts & Greenleigh Group first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $402K in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Luts & Greenleigh Group held 1,221 shares of McDonald's worth $380K as of Q1 2026.
Luts & Greenleigh Group bought 19 McDonald's shares in Q1 2026, an estimated $6.05K.
McDonald's made up 0.3% of Luts & Greenleigh Group's portfolio in Q1 2026, its #55 holding.
Luts & Greenleigh Group first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's McDonald's position peaked at $402K in Q2 2023.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.