Twin Lakes Capital Management’s McDonald's MCD Stock Holding History

Twin Lakes 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 Q1	$109K	Sell	351 -58	-14%	-$18.5K	0.05%	101
2025 Q4	$125K	Hold	409	–	–	0.06%	99
2025 Q3	$124K	Hold	409	–	–	0.06%	98
2025 Q2	$119K	Hold	409	–	–	0.07%	95
2025 Q1	$128K	Sell	409 -99	-19%	-$29.6K	0.09%	90
2024 Q4	$147K	Hold	508	–	–	0.09%	90
2024 Q3	$155K	Hold	508	–	–	0.1%	89
2024 Q2	$129K	Hold	508	–	–	0.09%	96
2024 Q1	$143K	Hold	508	–	–	0.1%	95
2023 Q4	$151K	Buy	508 +1	+0.2%	+$272	0.1%	91
2023 Q3	$134K	Hold	507	–	–	0.1%	94
2023 Q2	$151K	Hold	507	–	–	0.11%	94
2023 Q1	$142K	Hold	507	–	–	0.11%	95
2022 Q4	$134K	Hold	507	–	–	0.1%	95
2022 Q3	$117K	Hold	507	–	–	0.09%	101
2022 Q2	$125K	Buy	507 +1	+0.2%	+$246	0.09%	82
2022 Q1	$125K	Hold	506	–	–	0.07%	107
2021 Q4	$136K	Sell	506 -206	-29%	-$52K	0.07%	107
2021 Q3	$172K	Buy	712 +577	+427%	+$138K	0.1%	98
2021 Q2	$31K	Hold	135	–	–	0.02%	154
2021 Q1	$30K	Buy	+135	New	+$28.9K	0.02%	147

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

Twin Lakes Capital Management's MCD Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its McDonald's (MCD) stake by 14% in Q1 2026, selling an estimated $18.5K and leaving 351 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #101.

Twin Lakes Capital Management first reported a position in MCD in Q1 2021 and has held it in 21 quarters since. The position peaked at $172K in Q3 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Twin Lakes Capital Management held 351 shares of McDonald's worth $109K as of Q1 2026.
Twin Lakes Capital Management sold 58 McDonald's shares in Q1 2026, an estimated $18.5K.
McDonald's made up 0.05% of Twin Lakes Capital Management's portfolio in Q1 2026, its #101 holding.
Twin Lakes Capital Management first reported a position in McDonald's in Q1 2021 and has held it in 21 quarters since.
Twin Lakes Capital Management's McDonald's position peaked at $172K in Q3 2021.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.