Crewe Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $505K | Sell |
1,867
-35
| -2% | -$10K | 0.04% | 143 |
|
|
2026
Q1 | $591K | Sell |
1,902
-27
| -1% | -$8.6K | 0.05% | 114 |
|
|
2025
Q4 | $590K | Sell |
1,929
-320
| -14% | -$98K | 0.05% | 110 |
|
|
2025
Q3 | $683K | Sell |
2,249
-206
| -8% | -$62.7K | 0.07% | 99 |
|
|
2025
Q2 | $717K | Sell |
2,455
-136
| -5% | -$41.9K | 0.1% | 73 |
|
|
2025
Q1 | $809K | Buy |
2,591
+535
| +26% | +$160K | 0.11% | 61 |
|
|
2024
Q4 | $596K | Sell |
2,056
-290
| -12% | -$86.5K | 0.08% | 70 |
|
|
2024
Q3 | $714K | Buy |
2,346
+9
| +0.4% | +$2.48K | 0.08% | 66 |
|
|
2024
Q2 | $596K | Buy |
2,337
+834
| +55% | +$221K | 0.07% | 91 |
|
|
2024
Q1 | $424K | Buy |
+1,503
| New | +$437K | 0.05% | 110 |
|
|
2023
Q3 | – | Sell |
-939
| Closed | -$280K | – | 785 |
|
|
2023
Q2 | $280K | Sell |
939
-285
| -23% | -$82.8K | 0.04% | 113 |
|
|
2023
Q1 | $342K | Buy |
1,224
+234
| +24% | +$62.7K | 0.05% | 112 |
|
|
2022
Q4 | $261K | Buy |
990
+90
| +10% | +$23.7K | 0.04% | 128 |
|
|
2022
Q3 | $208K | Buy |
900
+76
| +9% | +$19.4K | 0.04% | 139 |
|
|
2022
Q2 | $203K | Buy |
824
+175
| +27% | +$43.1K | 0.04% | 126 |
|
|
2022
Q1 | $160K | Buy |
649
+50
| +8% | +$12.5K | 0.03% | 131 |
|
|
2021
Q4 | $161K | Buy |
599
+200
| +50% | +$50.5K | 0.03% | 102 |
|
|
2021
Q3 | $96K | Hold |
399
| – | – | 0.02% | 111 |
|
|
2021
Q2 | $92K | Hold |
399
| – | – | 0.02% | 115 |
|
|
2021
Q1 | $89K | Hold |
399
| – | – | 0.02% | 112 |
|
|
2020
Q4 | $86K | Sell |
399
-44
| -10% | -$9.57K | 0.03% | 102 |
|
|
2020
Q3 | $97K | Buy |
443
+115
| +35% | +$23.6K | 0.05% | 89 |
|
|
2020
Q2 | $61K | Hold |
328
| – | – | 0.03% | 95 |
|
|
2020
Q1 | $54K | Hold |
328
| – | – | 0.03% | 85 |
|
|
2019
Q4 | $65K | Hold |
328
| – | – | 0.03% | 98 |
|
|
2019
Q3 | $70K | Sell |
328
-42
| -11% | -$9.01K | 0.03% | 97 |
|
|
2019
Q2 | $77K | Buy |
370
+40
| +12% | +$7.92K | 0.03% | 125 |
|
|
2019
Q1 | $63K | Buy |
330
+2
| +0.6% | +$363 | 0.02% | 112 |
|
|
2018
Q4 | $58K | Hold |
328
| – | – | 0.02% | 102 |
|
|
2018
Q3 | $55K | Sell |
328
-51
| -13% | -$8.17K | 0.05% | 110 |
|
|
2018
Q2 | $59K | Hold |
379
| – | – | 0.05% | 109 |
|
|
2018
Q1 | $59K | Sell |
379
-36
| -9% | -$5.92K | 0.06% | 103 |
|
|
2017
Q4 | $71K | Buy |
+415
| New | +$69.7K | 0.07% | 99 |
|
Other funds holding MCD
Crewe Advisors's MCD Position: Q2 2026 in Review
Crewe Advisors reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $10K and leaving 1,867 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #143.
Crewe Advisors first reported a position in MCD in Q4 2017 and has held it in 33 quarters since. The position peaked at $809K in Q1 2025. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Crewe Advisors held 1,867 shares of McDonald's worth $505K as of Q2 2026.
- Crewe Advisors sold 35 McDonald's shares in Q2 2026, an estimated $10K.
- McDonald's made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #143 holding.
- Crewe Advisors first reported a position in McDonald's in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's McDonald's position peaked at $809K in Q1 2025.
- 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.