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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
Q2 		$3.18M Buy
11,669
+946
+9% +$271K 2.35% 15
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RD Lewis Holdings's MCD Position: Q2 2026 in Review

RD Lewis Holdings increased its McDonald's (MCD) stake by 8.8% in Q2 2026, buying an estimated $271K and bringing the position to 11,669 shares worth $3.18M. The position accounts for 2.35% of the portfolio, ranked #15.

RD Lewis Holdings first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q4 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • RD Lewis Holdings held 11,669 shares of McDonald's worth $3.18M as of Q2 2026.
  • RD Lewis Holdings bought 946 McDonald's shares in Q2 2026, an estimated $271K.
  • McDonald's made up 2.35% of RD Lewis Holdings's portfolio in Q2 2026, its #15 holding.
  • RD Lewis Holdings first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's McDonald's position peaked at $3.46M in Q4 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.