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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
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

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

Colton Groome Financial Advisors's MCD Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its McDonald's (MCD) stake by 29% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,238 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #122.

Colton Groome Financial Advisors first reported a position in MCD in Q2 2021 and has held it in 5 quarters since. The position peaked at $852K in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Colton Groome Financial Advisors held 1,238 shares of McDonald's worth $335K as of Q2 2026.
  • Colton Groome Financial Advisors bought 276 McDonald's shares in Q2 2026, an estimated $79.1K.
  • McDonald's made up 0.08% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Colton Groome Financial Advisors first reported a position in McDonald's in Q2 2021 and has held it in 5 quarters since.
  • Colton Groome Financial Advisors's McDonald's position peaked at $852K in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.