LVM Capital Management
MCD icon

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
Q3 		$4.45M Buy
19,280
+15,908
+472% +$4.19M 0.37% 45
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% +$4.56K 0.09% 77
2025
Q2 		$944K Sell
3,232
-83
-3% -$25.6K 0.1% 78
2025
Q1 		$1.04M 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 		$1.04M 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

LVM Capital Management's MCD Position: Q3 2026 in Review

LVM Capital Management increased its McDonald's (MCD) stake by 472% in Q3 2026, buying an estimated $4.19M and bringing the position to 19,280 shares worth $4.45M. The position accounts for 0.37% of the portfolio, ranked #45.

LVM Capital Management first reported a position in MCD in Q2 2013 and has held it in 54 quarters since. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • LVM Capital Management held 19,280 shares of McDonald's worth $4.45M as of Q3 2026.
  • LVM Capital Management bought 15,908 McDonald's shares in Q3 2026, an estimated $4.19M.
  • McDonald's made up 0.37% of LVM Capital Management's portfolio in Q3 2026, its #45 holding.
  • LVM Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 54 quarters since.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.