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Crescent Grove Advisors’s McDonald's MCD Stock Holding History

Crescent Grove 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
Q1 		$245K Buy
788
+1
+0.1% +$319 0.02% 261
2025
Q4 		$241K Sell
787
-181
-19% -$55.4K 0.02% 266
2025
Q3 		$294K Sell
968
-11
-1% -$3.35K 0.03% 232
2025
Q2 		$286K Sell
979
-189
-16% -$58.3K 0.03% 224
2025
Q1 		$365K Buy
1,168
+1
+0.1% +$299 0.04% 187
2024
Q4 		$338K Hold
1,167
– – 0.03% 201
2024
Q3 		$355K Sell
1,167
-127
-10% -$35K 0.04% 201
2024
Q2 		$330K Buy
1,294
+1
+0.1% +$265 0.04% 202
2024
Q1 		$365K Sell
1,293
-205
-14% -$59.6K 0.04% 211
2023
Q4 		$444K Sell
1,498
-16
-1% -$4.36K 0.05% 189
2023
Q3 		$399K Buy
1,514
+164
+12% +$46.8K 0.05% 196
2023
Q2 		$403K Sell
1,350
-163
-11% -$47.4K 0.04% 199
2023
Q1 		$423K Buy
1,513
+261
+21% +$69.9K 0.05% 191
2022
Q4 		$330K Buy
1,252
+222
+22% +$58.6K 0.03% 222
2022
Q3 		$238K Hold
1,030
– – 0.03% 233
2022
Q2 		$254K Sell
1,030
-39
-4% -$9.61K 0.03% 224
2022
Q1 		$264K Sell
1,069
-83
-7% -$20.7K 0.03% 247
2021
Q4 		$309K Buy
1,152
+299
+35% +$75.5K 0.03% 231
2021
Q3 		$206K Sell
853
-121
-12% -$28.9K 0.02% 252
2021
Q2 		$225K Buy
974
+27
+3% +$6.28K 0.02% 235
2021
Q1 		$212K Buy
+947
New +$203K 0.02% 196
2020
Q3 		– Sell
-1,190
Closed -$220K – 173
2020
Q2 		$220K Buy
+1,190
New +$218K 0.05% 135
2020
Q1 		– Sell
-1,201
Closed -$237K – 159
2019
Q4 		$237K Sell
1,201
-2
-0.2% -$397 0.04% 138
2019
Q3 		$258K Buy
1,203
+130
+12% +$27.9K 0.05% 130
2019
Q2 		$223K Sell
1,073
-14
-1% -$2.77K 0.04% 143
2019
Q1 		$206K Buy
+1,087
New +$197K 0.04% 139

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Crescent Grove Advisors's MCD Position: Q1 2026 in Review

Crescent Grove Advisors increased its McDonald's (MCD) stake by 0.13% in Q1 2026, buying an estimated $319 and bringing the position to 788 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #261.

Crescent Grove Advisors first reported a position in MCD in Q1 2019 and has held it in 26 quarters since. The position peaked at $444K in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Crescent Grove Advisors held 788 shares of McDonald's worth $245K as of Q1 2026.
  • Crescent Grove Advisors bought 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #261 holding.
  • Crescent Grove Advisors first reported a position in McDonald's in Q1 2019 and has held it in 26 quarters since.
  • Crescent Grove Advisors's McDonald's position peaked at $444K in Q4 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.