MLL
MCD icon

Moody Lynn & Lieberson’s McDonald's MCD Stock Holding History

Moody Lynn & Lieberson’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 		$10.2M Buy
37,799
+1,033
+3% +$296K 0.54% 41
2026
Q1 		$11.4M Buy
36,766
+31
+0.1% +$9.88K 0.64% 39
2025
Q4 		$11.2M Buy
36,735
+162
+0.4% +$49.6K 0.6% 39
2025
Q3 		$11.1M Sell
36,573
-419
-1% -$128K 0.6% 39
2025
Q2 		$10.8M Buy
36,992
+640
+2% +$197K 0.62% 36
2025
Q1 		$11.4M Sell
36,352
-306
-0.8% -$91.5K 0.73% 36
2024
Q4 		$10.6M Sell
36,658
-7,336
-17% -$2.19M 0.65% 33
2024
Q3 		$13.4M Buy
43,994
+1,208
+3% +$333K 0.83% 32
2024
Q2 		$10.9M Sell
42,786
-528
-1% -$140K 0.71% 35
2024
Q1 		$12.2M Buy
43,314
+939
+2% +$273K 0.82% 34
2023
Q4 		$12.6M Sell
42,375
-543
-1% -$148K 0.96% 33
2023
Q3 		$11.3M Sell
42,918
-416
-1% -$119K 0.97% 32
2023
Q2 		$12.9M Buy
43,334
+327
+0.8% +$95K 1.04% 30
2023
Q1 		$12M Sell
43,007
-57
-0.1% -$15.3K 1.08% 32
2022
Q4 		$11.3M Buy
43,064
+95
+0.2% +$25.1K 1.04% 34
2022
Q3 		$9.91M Sell
42,969
-94
-0.2% -$24K 0.96% 39
2022
Q2 		$10.6M Buy
43,063
+1,464
+4% +$361K 0.96% 36
2022
Q1 		$10.3M Buy
41,599
+3,952
+10% +$984K 0.75% 39
2021
Q4 		$10.1M Buy
37,647
+2,624
+7% +$663K 0.68% 45
2021
Q3 		$8.44M Sell
35,023
-1,018
-3% -$243K 0.63% 45
2021
Q2 		$8.32M Sell
36,041
-188
-0.5% -$43.7K 0.63% 49
2021
Q1 		$8.12M Buy
36,229
+237
+0.7% +$50.7K 0.67% 46
2020
Q4 		$7.72M Buy
35,992
+413
+1% +$89.8K 0.66% 48
2020
Q3 		$7.81M Buy
35,579
+477
+1% +$97.9K 0.77% 42
2020
Q2 		$6.47M Buy
35,102
+16
+0% +$2.93K 0.7% 40
2020
Q1 		$5.8K Sell
35,086
-614
-2% -$121K 0.8% 40
2019
Q4 		$7.05M Buy
35,700
+18
+0.1% +$3.57K 0.68% 45
2019
Q3 		$7.66M Buy
35,682
+175
+0.5% +$37.5K 0.86% 41
2019
Q2 		$7.37M Sell
35,507
-692
-2% -$137K 0.81% 43
2019
Q1 		$6.87M Sell
36,199
-372
-1% -$67.5K 0.79% 46
2018
Q4 		$6.49M Buy
36,571
+99
+0.3% +$17.6K 0.87% 39
2018
Q3 		$6.1M Sell
36,472
-248
-0.7% -$39.7K 0.65% 49
2018
Q2 		$5.75M Sell
36,720
-282
-0.8% -$45.7K 0.68% 45
2018
Q1 		$5.79M Buy
37,002
+481
+1% +$79.1K 0.7% 43
2017
Q4 		$6.3M Buy
36,521
+565
+2% +$94.9K 0.67% 47
2017
Q3 		$5.63M Buy
35,956
+614
+2% +$96.2K 0.69% 45
2017
Q2 		$5.41M Buy
35,342
+15,903
+82% +$2.3M 0.71% 46
2017
Q1 		$2.52M Buy
19,439
+177
+0.9% +$22.2K 0.35% 65
2016
Q4 		$2.35M Sell
19,262
-2,582
-12% -$303K 0.34% 69
2016
Q3 		$2.52M Sell
21,844
-97
-0.4% -$11.5K 0.42% 64
2016
Q2 		$2.64M Sell
21,941
-52,880
-71% -$6.62M 0.47% 53
2016
Q1 		$9.4M Buy
74,821
+7,321
+11% +$875K 1.48% 20
2015
Q4 		$7.97M Buy
67,500
+51,982
+335% +$5.81M 1.25% 24
2015
Q3 		$1.53M Sell
15,518
-1,750
-10% -$170K 0.29% 71
2015
Q2 		$1.64M Sell
17,268
-618
-3% -$59.8K 0.26% 83
2015
Q1 		$1.74M Sell
17,886
-779
-4% -$73.9K 0.28% 77
2014
Q4 		$1.75M Sell
18,665
-2,530
-12% -$237K 0.25% 85
2014
Q3 		$2.01M Sell
21,195
-647
-3% -$61.7K 0.3% 83
2014
Q2 		$2.2M Sell
21,842
-68
-0.3% -$6.87K 0.3% 81
2014
Q1 		$2.15M Buy
21,910
+1,621
+8% +$155K 0.31% 85
2013
Q4 		$1.97M Sell
20,289
-862
-4% -$82.8K 0.27% 90
2013
Q3 		$2.04M Buy
21,151
+356
+2% +$34.8K 0.31% 87
2013
Q2 		$2.06M Buy
+20,795
New +$2.08M 0.36% 75

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Moody Lynn & Lieberson's MCD Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $296K and bringing the position to 37,799 shares worth $10.2M. The position accounts for 0.54% of the portfolio, ranked #41.

Moody Lynn & Lieberson first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.4M in Q3 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Moody Lynn & Lieberson held 37,799 shares of McDonald's worth $10.2M as of Q2 2026.
  • Moody Lynn & Lieberson bought 1,033 McDonald's shares in Q2 2026, an estimated $296K.
  • McDonald's made up 0.54% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #41 holding.
  • Moody Lynn & Lieberson first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's McDonald's position peaked at $13.4M in Q3 2024.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.