LVM Capital Management’s McDonald's MCD Stock Holding History

LVM Capital 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	$911K	Hold	3,372	–	–	0.08%	82
2026 Q1	$1.05M	Buy	3,372 +205	+6%	+$65.3K	0.1%	71
2025 Q4	$968K	Sell	3,167 -80	-2%	-$24.5K	0.09%	78
2025 Q3	$987K	Buy	3,247 +15	+0.5%	+$4.57K	0.09%	77
2025 Q2	$944K	Sell	3,232 -83	-3%	-$25.6K	0.1%	78
2025 Q1	$1.03M	Sell	3,315 -10	-0.3%	-$2.99K	0.12%	73
2024 Q4	$964K	Sell	3,325 -257	-7%	-$76.6K	0.1%	74
2024 Q3	$913K	Hold	3,582	–	–	0.1%	73
2024 Q2	$913K	Buy	3,582 +19	+0.5%	+$5.04K	0.1%	73
2024 Q1	$1M	Buy	3,563 +225	+7%	+$65.4K	0.12%	67
2023 Q4	$990K	Sell	3,338 -5	-0.1%	-$1.36K	0.13%	66
2023 Q3	$881K	Hold	3,343	–	–	0.12%	71
2023 Q2	$997K	Sell	3,343 -359	-10%	-$104K	0.13%	66
2023 Q1	$1.03M	Sell	3,702 -50	-1%	-$13.4K	0.14%	65
2022 Q4	$989K	Buy	3,752 +309	+9%	+$81.5K	0.14%	68
2022 Q3	$794K	Buy	3,443 +400	+13%	+$102K	0.12%	73
2022 Q2	$751K	Hold	3,043	–	–	0.11%	76
2022 Q1	$752K	Buy	3,043 +492	+19%	+$123K	0.1%	81
2021 Q4	$684K	Sell	2,551 -10	-0.4%	-$2.52K	0.09%	73
2021 Q3	$617K	Sell	2,561 -20	-0.8%	-$4.77K	0.09%	79
2021 Q2	$596K	Hold	2,581	–	–	0.09%	77
2021 Q1	$578K	Hold	2,581	–	–	0.09%	79
2020 Q4	$554K	Sell	2,581 -25	-1%	-$5.44K	0.09%	76
2020 Q3	$572K	Hold	2,606	–	–	0.11%	70
2020 Q2	$481K	Hold	2,606	–	–	0.1%	69
2020 Q1	$431K	Hold	2,606	–	–	0.11%	64
2019 Q4	$515K	Sell	2,606 -60	-2%	-$11.9K	0.1%	71
2019 Q3	$572K	Hold	2,666	–	–	0.12%	64
2019 Q2	$554K	Sell	2,666 -75	-3%	-$14.9K	0.13%	61
2019 Q1	$520K	Buy	2,741 +46	+2%	+$8.35K	0.12%	64
2018 Q4	$478K	Buy	2,695 +49	+2%	+$8.69K	0.13%	65
2018 Q3	$443K	Buy	2,646 +125	+5%	+$20K	0.1%	78
2018 Q2	$395K	Sell	2,521 -25	-1%	-$4.05K	0.1%	79
2018 Q1	$398K	Sell	2,546 -130	-5%	-$21.4K	0.09%	74
2017 Q4	$461K	Hold	2,676	–	–	0.1%	73
2017 Q3	$419K	Sell	2,676 -284	-10%	-$44.5K	0.1%	75
2017 Q2	$453K	Sell	2,960 -260	-8%	-$37.6K	0.12%	69
2017 Q1	$417K	Hold	3,220	–	–	0.11%	75
2016 Q4	$392K	Sell	3,220 -90	-3%	-$10.6K	0.11%	74
2016 Q3	$333K	Buy	3,310 +90	+3%	+$10.7K	0.11%	80
2016 Q2	$387K	Hold	3,220	–	–	0.11%	74
2016 Q1	$405K	Hold	3,220	–	–	0.13%	66
2015 Q4	$380K	Hold	3,220	–	–	0.13%	68
2015 Q3	$317K	Hold	3,220	–	–	0.11%	77
2015 Q2	$306K	Sell	3,220 -178	-5%	-$17.2K	0.1%	87
2015 Q1	$331K	Hold	3,398	–	–	0.11%	80
2014 Q4	$318K	Buy	3,398 +110	+3%	+$10.3K	0.11%	83
2014 Q3	$312K	Sell	3,288 -22	-0.7%	-$2.1K	0.1%	82
2014 Q2	$333K	Sell	3,310 -792	-19%	-$80K	0.11%	80
2014 Q1	$402K	Hold	4,102	–	–	0.14%	72
2013 Q4	$398K	Buy	4,102 +259	+7%	+$24.9K	0.14%	77
2013 Q3	$370K	Buy	3,843 +104	+3%	+$10.2K	0.14%	77
2013 Q2	$370K	Buy	+3,739	New	+$374K	0.15%	77

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

LVM Capital Management's MCD Position: Q2 2026 in Review

LVM Capital Management held its McDonald's (MCD) position steady in Q2 2026 at 3,372 shares worth $911K. The position accounts for 0.08% of the portfolio, ranked #82.

LVM Capital Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.05M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

LVM Capital Management held 3,372 shares of McDonald's worth $911K as of Q2 2026.
LVM Capital Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.08% of LVM Capital Management's portfolio in Q2 2026, its #82 holding.
LVM Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's McDonald's position peaked at $1.05M in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.