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Crestwood Advisors Group’s McDonald's MCD Stock Holding History

Crestwood Advisors Group’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 		$9.84M Sell
31,651
-631
-2% -$201K 0.17% 107
2025
Q4 		$9.87M Sell
32,282
-267
-0.8% -$81.8K 0.16% 102
2025
Q3 		$9.89M Buy
32,549
+43
+0.1% +$13.1K 0.17% 99
2025
Q2 		$9.5M Sell
32,506
-344
-1% -$106K 0.17% 103
2025
Q1 		$10.3M Buy
32,850
+6,363
+24% +$1.9M 0.2% 95
2024
Q4 		$7.68M Sell
26,487
-404
-2% -$120K 0.14% 112
2024
Q3 		$8.19M Sell
26,891
-530
-2% -$146K 0.16% 106
2024
Q2 		$6.99M Sell
27,421
-1,766
-6% -$469K 0.14% 108
2024
Q1 		$8.23M Sell
29,187
-4,363
-13% -$1.27M 0.18% 95
2023
Q4 		$9.95M Buy
33,550
+6,232
+23% +$1.7M 0.23% 86
2023
Q3 		$7.2M Buy
27,318
+739
+3% +$211K 0.19% 94
2023
Q2 		$7.93M Sell
26,579
-378
-1% -$110K 0.25% 70
2023
Q1 		$7.54M Buy
26,957
+1,304
+5% +$349K 0.25% 73
2022
Q4 		$6.76M Sell
25,653
-2,086
-8% -$550K 0.23% 78
2022
Q3 		$6.4M Buy
27,739
+671
+2% +$172K 0.23% 78
2022
Q2 		$6.68M Buy
27,068
+55
+0.2% +$13.5K 0.22% 78
2022
Q1 		$6.68M Sell
27,013
-294
-1% -$73.2K 0.19% 83
2021
Q4 		$7.32M Sell
27,307
-301
-1% -$76K 0.19% 86
2021
Q3 		$6.66M Sell
27,608
-98
-0.4% -$23.4K 0.19% 87
2021
Q2 		$6.4M Sell
27,706
-642
-2% -$149K 0.19% 91
2021
Q1 		$6.35M Buy
28,348
+1,015
+4% +$217K 0.2% 88
2020
Q4 		$5.87M Sell
27,333
-723
-3% -$157K 0.19% 92
2020
Q3 		$6.16M Buy
28,056
+74
+0.3% +$15.2K 0.23% 83
2020
Q2 		$5.16M Buy
27,982
+378
+1% +$69.3K 0.21% 87
2020
Q1 		$4.56M Sell
27,604
-49
-0.2% -$9.65K 0.23% 86
2019
Q4 		$5.46M Sell
27,653
-468
-2% -$92.8K 0.22% 92
2019
Q3 		$6.04M Buy
28,121
+133
+0.5% +$28.5K 0.27% 83
2019
Q2 		$5.81M Buy
27,988
+22,148
+379% +$4.39M 0.26% 81
2019
Q1 		$1.11M Sell
5,840
-386
-6% -$70.1K 0.08% 79
2018
Q4 		$1.11M Sell
6,226
-42
-0.7% -$7.45K 0.09% 73
2018
Q3 		$1.05M Hold
6,268
– – 0.07% 77
2018
Q2 		$991K Buy
6,268
+81
+1% +$13.1K 0.07% 77
2018
Q1 		$968K Sell
6,187
-1,592
-20% -$262K 0.08% 76
2017
Q4 		$1.34M Buy
7,779
+1,590
+26% +$267K 0.11% 73
2017
Q3 		$970K Sell
6,189
-55
-0.9% -$8.62K 0.08% 77
2017
Q2 		$973K Sell
6,244
-106
-2% -$15.3K 0.08% 77
2017
Q1 		$897K Buy
6,350
+168
+3% +$21.1K 0.08% 77
2016
Q4 		$752K Sell
6,182
-75
-1% -$8.79K 0.07% 82
2016
Q3 		$722K Sell
6,257
-150
-2% -$17.8K 0.09% 67
2016
Q2 		$771K Hold
6,407
– – 0.1% 66
2016
Q1 		$805K Sell
6,407
-998
-13% -$119K 0.1% 73
2015
Q4 		$875K Sell
7,405
-666
-8% -$74.5K 0.11% 74
2015
Q3 		$795K Buy
8,071
+246
+3% +$24K 0.1% 71
2015
Q2 		$744K Sell
7,825
-959
-11% -$92.8K 0.1% 74
2015
Q1 		$856K Sell
8,784
-2,420
-22% -$230K 0.12% 60
2014
Q4 		$1.05M Sell
11,204
-1,022
-8% -$95.7K 0.16% 56
2014
Q3 		$1.16M Sell
12,226
-12,803
-51% -$1.22M 0.18% 51
2014
Q2 		$2.52M Sell
25,029
-858
-3% -$86.6K 0.4% 46
2014
Q1 		$2.54M Buy
25,887
+10,347
+67% +$989K 0.41% 47
2013
Q4 		$1.51M Buy
15,540
+349
+2% +$33.5K 0.24% 50
2013
Q3 		$1.46M Sell
15,191
-233
-2% -$22.7K 0.26% 50
2013
Q2 		$1.53M Buy
+15,424
New +$1.54M 0.28% 49

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

Crestwood Advisors Group's MCD Position: Q1 2026 in Review

Crestwood Advisors Group reduced its McDonald's (MCD) stake by 2% in Q1 2026, selling an estimated $201K and leaving 31,651 shares worth $9.84M. The position accounts for 0.17% of the portfolio, ranked #107.

Crestwood Advisors Group first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Crestwood Advisors Group held 31,651 shares of McDonald's worth $9.84M as of Q1 2026.
  • Crestwood Advisors Group sold 631 McDonald's shares in Q1 2026, an estimated $201K.
  • McDonald's made up 0.17% of Crestwood Advisors Group's portfolio in Q1 2026, its #107 holding.
  • Crestwood Advisors Group first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's McDonald's position peaked at $10.3M in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.