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LVW Advisors’s McDonald's MCD Stock Holding History

LVW Advisors’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 		$1.97M Sell
7,275
-164
-2% -$47K 0.17% 76
2026
Q1 		$2.31M Sell
7,439
-67
-0.9% -$21.3K 0.22% 58
2025
Q4 		$2.29M Buy
7,506
+543
+8% +$166K 0.23% 56
2025
Q3 		$2.12M Sell
6,963
-203
-3% -$61.8K 0.22% 62
2025
Q2 		$2.09M Sell
7,166
-493
-6% -$152K 0.23% 62
2025
Q1 		$2.39M Sell
7,659
-117
-2% -$35K 0.29% 47
2024
Q4 		$2.25M Sell
7,776
-106
-1% -$31.6K 0.27% 55
2024
Q3 		$2.4M Sell
7,882
-248
-3% -$68.4K 0.31% 51
2024
Q2 		$2.07M Sell
8,130
-939
-10% -$249K 0.3% 52
2024
Q1 		$2.56M Sell
9,069
-784
-8% -$228K 0.43% 42
2023
Q4 		$2.92M Sell
9,853
-1,660
-14% -$452K 0.55% 33
2023
Q3 		$3.03M Sell
11,513
-2,019
-15% -$576K 0.63% 36
2023
Q2 		$4.04M Sell
13,532
-4,732
-26% -$1.37M 0.78% 31
2023
Q1 		$5.11M Sell
18,264
-308
-2% -$82.5K 1% 19
2022
Q4 		$4.89M Sell
18,572
-133
-0.7% -$35.1K 1% 22
2022
Q3 		$4.32M Sell
18,705
-65
-0.3% -$16.6K 0.96% 22
2022
Q2 		$4.63M Sell
18,770
-215
-1% -$53K 0.94% 25
2022
Q1 		$4.7M Buy
18,985
+22
+0.1% +$5.48K 0.79% 32
2021
Q4 		$5.08M Sell
18,963
-907
-5% -$229K 0.87% 28
2021
Q3 		$4.79M Sell
19,870
-193
-1% -$46.1K 0.83% 29
2021
Q2 		$4.63M Buy
20,063
+157
+0.8% +$36.5K 0.82% 32
2021
Q1 		$4.46M Buy
19,906
+455
+2% +$97.3K 0.86% 31
2020
Q4 		$4.17M Buy
19,451
+199
+1% +$43.3K 0.84% 31
2020
Q3 		$4.23M Sell
19,252
-106
-0.5% -$21.8K 0.93% 26
2020
Q2 		$3.57M Buy
19,358
+978
+5% +$179K 0.86% 30
2020
Q1 		$3.04M Buy
18,380
+2,076
+13% +$409K 0.81% 38
2019
Q4 		$3.22M Buy
16,304
+1,021
+7% +$203K 0.73% 39
2019
Q3 		$3.28M Sell
15,283
-1,732
-10% -$371K 0.81% 31
2019
Q2 		$3.53M Sell
17,015
-114
-0.7% -$22.6K 0.98% 27
2019
Q1 		$3.25M Sell
17,129
-630
-4% -$114K 0.87% 33
2018
Q4 		$3.15M Sell
17,759
-478
-3% -$84.8K 1.06% 27
2018
Q3 		$3.05M Buy
18,237
+453
+3% +$72.6K 0.86% 26
2018
Q2 		$2.79M Buy
17,784
+303
+2% +$49.1K 0.88% 29
2018
Q1 		$2.73M Sell
17,481
-1,792
-9% -$295K 0.85% 26
2017
Q4 		$3.32M Sell
19,273
-812
-4% -$136K 0.97% 28
2017
Q3 		$3.15M Sell
20,085
-902
-4% -$141K 1.25% 22
2017
Q2 		$3.21M Sell
20,987
-907
-4% -$131K 1.13% 14
2017
Q1 		$2.84M Sell
21,894
-417
-2% -$52.3K 1.02% 25
2016
Q4 		$2.72M Buy
22,311
+681
+3% +$79.9K 0.95% 28
2016
Q3 		$2.5M Buy
21,630
+1,660
+8% +$197K 0.82% 31
2016
Q2 		$2.4M Sell
19,970
-774
-4% -$96.9K 0.9% 30
2016
Q1 		$2.61M Sell
20,744
-2,693
-11% -$322K 0.83% 29
2015
Q4 		$2.77M Sell
23,437
-1,048
-4% -$117K 1.08% 22
2015
Q3 		$2.41M Sell
24,485
-493
-2% -$48K 1.11% 25
2015
Q2 		$2.38M Sell
24,978
-1,179
-5% -$114K 1.01% 27
2015
Q1 		$2.55M Buy
26,157
+1,592
+6% +$151K 1.21% 23
2014
Q4 		$2.3M Buy
+24,565
New +$2.3M 1.27% 26

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LVW Advisors's MCD Position: Q2 2026 in Review

LVW Advisors reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $47K and leaving 7,275 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #76.

LVW Advisors first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.11M in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • LVW Advisors held 7,275 shares of McDonald's worth $1.97M as of Q2 2026.
  • LVW Advisors sold 164 McDonald's shares in Q2 2026, an estimated $47K.
  • McDonald's made up 0.17% of LVW Advisors's portfolio in Q2 2026, its #76 holding.
  • LVW Advisors first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's McDonald's position peaked at $5.11M in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.