RD Lewis Holdings’s McDonald's MCD Stock Holding History

RD Lewis Holdings’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	$3.32M	Sell	10,723 -95	-0.9%	-$30.3K	2.87%	9
2025 Q4	$3.46M	Buy	10,818 +510	+5%	+$156K	2.95%	7
2025 Q3	$3.16M	Buy	10,308 +418	+4%	+$127K	2.97%	9
2025 Q2	$3.05M	Buy	9,890 +137	+1%	+$42.2K	3.07%	8
2025 Q1	$3.04M	Buy	9,753 +332	+4%	+$99.3K	3.45%	6
2024 Q4	$2.77M	Buy	+9,421	New	+$2.81M	3.05%	6

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

RD Lewis Holdings's MCD Position: Q1 2026 in Review

RD Lewis Holdings reduced its McDonald's (MCD) stake by 0.88% in Q1 2026, selling an estimated $30.3K and leaving 10,723 shares worth $3.32M. The position accounts for 2.87% of the portfolio, ranked #9.

RD Lewis Holdings first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46M in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

RD Lewis Holdings held 10,723 shares of McDonald's worth $3.32M as of Q1 2026.
RD Lewis Holdings sold 95 McDonald's shares in Q1 2026, an estimated $30.3K.
McDonald's made up 2.87% of RD Lewis Holdings's portfolio in Q1 2026, its #9 holding.
RD Lewis Holdings first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
RD Lewis Holdings's McDonald's position peaked at $3.46M in Q4 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.