CIM Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.02M | Sell |
6,495
-30
| -0.5% | -$9.56K | 0.54% | 30 |
|
|
2025
Q4 | $1.99M | Hold |
6,525
| – | – | 0.52% | 30 |
|
|
2025
Q3 | $1.98M | Sell |
6,525
-6,690
| -51% | -$2.04M | 0.54% | 26 |
|
|
2025
Q2 | $3.85M | Buy |
13,215
+6,596
| +100% | +$2.03M | 0.73% | 22 |
|
|
2025
Q1 | $2.07M | Sell |
6,619
-5
| -0.1% | -$1.5K | 0.47% | 21 |
|
|
2024
Q4 | $1.92M | Buy |
6,624
+11
| +0.2% | +$3.28K | 0.56% | 26 |
|
|
2024
Q3 | $2.01M | Sell |
6,613
-142
| -2% | -$39.1K | 0.6% | 27 |
|
|
2024
Q2 | $1.72M | Sell |
6,755
-47
| -0.7% | -$12.5K | 0.53% | 29 |
|
|
2024
Q1 | $1.92M | Buy |
+6,802
| New | +$1.98M | 0.57% | 23 |
|
|
2021
Q2 | – | Sell |
-3,553
| Closed | -$796K | – | 318 |
|
|
2021
Q1 | $796K | Buy |
+3,553
| New | +$760K | 0.25% | 73 |
|
|
2020
Q3 | – | Sell |
-3,746
| Closed | -$691K | – | 274 |
|
|
2020
Q2 | $691K | Hold |
3,746
| – | – | 0.28% | 73 |
|
|
2020
Q1 | $619K | Sell |
3,746
-3,497
| -48% | -$689K | 0.3% | 69 |
|
|
2019
Q4 | $1.43M | Buy |
7,243
+3,076
| +74% | +$610K | 0.57% | 20 |
|
|
2019
Q3 | $895K | Buy |
4,167
+2,260
| +119% | +$485K | 0.33% | 47 |
|
|
2019
Q2 | $396K | Buy |
1,907
+61
| +3% | +$12.1K | 0.14% | 170 |
|
|
2019
Q1 | $351K | Buy |
+1,846
| New | +$335K | 0.14% | 200 |
|
|
2018
Q4 | – | Sell |
-8,611
| Closed | -$1.44M | – | 320 |
|
|
2018
Q3 | $1.44M | Sell |
8,611
-4
| -0% | -$641 | 0.51% | 20 |
|
|
2018
Q2 | $1.35M | Sell |
8,615
-237
| -3% | -$38.4K | 0.47% | 25 |
|
|
2018
Q1 | $1.38M | Buy |
8,852
+5,135
| +138% | +$845K | 0.47% | 24 |
|
|
2017
Q4 | $640K | Sell |
3,717
-108
| -3% | -$18.1K | 0.22% | 124 |
|
|
2017
Q3 | $599K | Sell |
3,825
-225
| -6% | -$35.3K | 0.22% | 118 |
|
|
2017
Q2 | $620K | Sell |
4,050
-61
| -1% | -$8.82K | 0.22% | 115 |
|
|
2017
Q1 | $533K | Sell |
4,111
-363
| -8% | -$45.5K | 0.18% | 149 |
|
|
2016
Q4 | $545K | Buy |
4,474
+48
| +1% | +$5.63K | 0.2% | 144 |
|
|
2016
Q3 | $511K | Sell |
4,426
-320
| -7% | -$37.9K | 0.2% | 140 |
|
|
2016
Q2 | $571K | Buy |
4,746
+302
| +7% | +$37.8K | 0.24% | 118 |
|
|
2016
Q1 | $559K | Buy |
+4,444
| New | +$531K | 0.24% | 124 |
|
|
2014
Q4 | – | Sell |
-7,450
| Closed | -$706K | – | 255 |
|
|
2014
Q3 | $706K | Sell |
7,450
-334
| -4% | -$31.9K | 0.36% | 118 |
|
|
2014
Q2 | $784K | Sell |
7,784
-204
| -3% | -$20.6K | 0.39% | 111 |
|
|
2014
Q1 | $783K | Sell |
7,988
-181
| -2% | -$17.3K | 0.36% | 111 |
|
|
2013
Q4 | $793K | Buy |
8,169
+540
| +7% | +$51.9K | 0.4% | 113 |
|
|
2013
Q3 | $734K | Sell |
7,629
-7,040
| -48% | -$687K | 0.43% | 96 |
|
|
2013
Q2 | $1.45M | Buy |
+14,669
| New | +$1.47M | 0.86% | 30 |
|
Other funds holding MCD
VCM
VPM
DAM
CIM Investment Management's MCD Position: Q1 2026 in Review
CIM Investment Management reduced its McDonald's (MCD) stake by 0.46% in Q1 2026, selling an estimated $9.56K and leaving 6,495 shares worth $2.02M. The position accounts for 0.54% of the portfolio, ranked #30.
CIM Investment Management first reported a position in MCD in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.85M in Q2 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- CIM Investment Management held 6,495 shares of McDonald's worth $2.02M as of Q1 2026.
- CIM Investment Management sold 30 McDonald's shares in Q1 2026, an estimated $9.56K.
- McDonald's made up 0.54% of CIM Investment Management's portfolio in Q1 2026, its #30 holding.
- CIM Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 33 quarters since.
- CIM Investment Management's McDonald's position peaked at $3.85M in Q2 2025.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.