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Colton Groome Financial Advisors’s McDonald's MCD Stock Holding History

Colton Groome Financial Advisors’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
Q3 		$222K Sell
963
-275
-22% -$72.4K 0.05% 146
2026
Q2 		$335K Buy
1,238
+276
+29% +$79.1K 0.08% 122
2026
Q1 		$299K Buy
+962
New +$306K 0.09% 110
2022
Q1 		– Sell
-3,179
Closed -$852K – 123
2021
Q4 		$852K Buy
3,179
+11
+0.3% +$2.78K 0.35% 58
2021
Q3 		$764K Hold
3,168
– – 0.33% 52
2021
Q2 		$732K Buy
+3,168
New +$737K 0.34% 50

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Colton Groome Financial Advisors's MCD Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its McDonald's (MCD) stake by 22% in Q3 2026, selling an estimated $72.4K and leaving 963 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #146.

Colton Groome Financial Advisors first reported a position in MCD in Q2 2021 and has held it in 6 quarters since. The position peaked at $852K in Q4 2021. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Colton Groome Financial Advisors held 963 shares of McDonald's worth $222K as of Q3 2026.
  • Colton Groome Financial Advisors sold 275 McDonald's shares in Q3 2026, an estimated $72.4K.
  • McDonald's made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #146 holding.
  • Colton Groome Financial Advisors first reported a position in McDonald's in Q2 2021 and has held it in 6 quarters since.
  • Colton Groome Financial Advisors's McDonald's position peaked at $852K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.