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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
Q2 		$213K Hold
788
– – 0.02% 283
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 $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 $3.38T AUM 44.17% 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

Crescent Grove Advisors's MCD Position: Q2 2026 in Review

Crescent Grove Advisors held its McDonald's (MCD) position steady in Q2 2026 at 788 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #283.

Crescent Grove Advisors first reported a position in MCD in Q1 2019 and has held it in 27 quarters since. The position peaked at $444K in Q4 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Crescent Grove Advisors held 788 shares of McDonald's worth $213K as of Q2 2026.
  • Crescent Grove Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #283 holding.
  • Crescent Grove Advisors first reported a position in McDonald's in Q1 2019 and has held it in 27 quarters since.
  • Crescent Grove Advisors's McDonald's position peaked at $444K in Q4 2023.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.