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Crumly & Associates’s McDonald's MCD Stock Holding History

Crumly & Associates’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 		– Sell
-1,274
Closed -$396K – 208
2026
Q1 		$396K Buy
1,274
+136
+12% +$43.3K 0.08% 133
2025
Q4 		$348K Sell
1,138
-613
-35% -$188K 0.07% 143
2025
Q3 		$532K Buy
1,751
+737
+73% +$224K 0.12% 108
2025
Q2 		$296K Buy
1,014
+105
+12% +$32.4K 0.07% 129
2025
Q1 		$284K Hold
909
– – 0.08% 133
2024
Q4 		$264K Hold
909
– – 0.07% 127
2024
Q3 		$277K Buy
909
+32
+4% +$8.82K 0.08% 126
2024
Q2 		$224K Sell
877
-2
-0.2% -$531 0.06% 130
2024
Q1 		$248K Sell
879
-112
-11% -$32.6K 0.07% 124
2023
Q4 		$294K Buy
991
+23
+2% +$6.26K 0.09% 113
2023
Q3 		$255K Sell
968
-18
-2% -$5.13K 0.1% 102
2023
Q2 		$294K Sell
986
-538
-35% -$156K 0.12% 98
2023
Q1 		$426K Sell
1,524
-1,791
-54% -$480K 0.19% 77
2022
Q4 		$874K Sell
3,315
-423
-11% -$112K 0.33% 37
2022
Q3 		$863K Buy
3,738
+154
+4% +$39.4K 0.36% 39
2022
Q2 		$885K Buy
3,584
+253
+8% +$62.3K 0.37% 40
2022
Q1 		$824K Buy
3,331
+217
+7% +$54.1K 0.31% 51
2021
Q4 		$812K Buy
3,114
+231
+8% +$58.3K 0.32% 51
2021
Q3 		$695K Buy
2,883
+643
+29% +$153K 0.32% 51
2021
Q2 		$517K Buy
2,240
+990
+79% +$230K 0.25% 67
2021
Q1 		$280K Buy
+1,250
New +$267K 0.16% 80

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crumly & Associates's MCD Position: Q2 2026 in Review

Crumly & Associates sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,274 shares — an estimated $396K sold.

Crumly & Associates first reported a position in MCD in Q1 2021 and held it in 21 quarters. The position peaked at $885K in Q2 2022. 1,625 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Crumly & Associates reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 1,274 McDonald's shares in Q2 2026, an estimated $396K.
  • Crumly & Associates first reported a position in McDonald's in Q1 2021 and held it in 21 quarters.
  • Crumly & Associates's McDonald's position peaked at $885K in Q2 2022.
  • 1,625 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.