Gemmer Asset Management’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 | $267K | Sell |
988
-28
| -3% | -$8.03K | 0.02% | 152 |
|
|
2026
Q1 | $316K | Sell |
1,016
-77
| -7% | -$24.5K | 0.03% | 140 |
|
|
2025
Q4 | $334K | Sell |
1,093
-34
| -3% | -$10.4K | 0.03% | 140 |
|
|
2025
Q3 | $343K | Hold |
1,127
| – | – | 0.03% | 128 |
|
|
2025
Q2 | $329K | Buy |
1,127
+42
| +4% | +$12.9K | 0.03% | 126 |
|
|
2025
Q1 | $339K | Sell |
1,085
-65
| -6% | -$19.4K | 0.03% | 116 |
|
|
2024
Q4 | $333K | Buy |
1,150
+30
| +3% | +$8.95K | 0.03% | 112 |
|
|
2024
Q3 | $341K | Hold |
1,120
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $285K | Buy |
1,120
+91
| +9% | +$24.1K | 0.03% | 113 |
|
|
2024
Q1 | $290K | Hold |
1,029
| – | – | 0.03% | 106 |
|
|
2023
Q4 | $305K | Buy |
1,029
+117
| +13% | +$31.8K | 0.04% | 98 |
|
|
2023
Q3 | $240K | Sell |
912
-105
| -10% | -$29.9K | 0.03% | 108 |
|
|
2023
Q2 | $303K | Buy |
1,017
+22
| +2% | +$6.39K | 0.04% | 100 |
|
|
2023
Q1 | $278K | Buy |
995
+1
| +0.1% | +$268 | 0.04% | 103 |
|
|
2022
Q4 | $262K | Hold |
994
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $229K | Buy |
+994
| New | +$254K | 0.04% | 107 |
|
|
2022
Q2 | – | Sell |
-793
| Closed | -$196K | – | 708 |
|
|
2022
Q1 | $196K | Hold |
793
| – | – | 0.02% | 123 |
|
|
2021
Q4 | $213K | Buy |
793
+1
| +0.1% | +$252 | 0.03% | 119 |
|
|
2021
Q3 | $191K | Sell |
792
-863
| -52% | -$206K | 0.03% | 116 |
|
|
2021
Q2 | $382K | Buy |
1,655
+14
| +0.9% | +$3.26K | 0.05% | 91 |
|
|
2021
Q1 | $368K | Sell |
1,641
-9
| -0.5% | -$1.93K | 0.06% | 88 |
|
|
2020
Q4 | $354K | Sell |
1,650
-1
| -0.1% | -$217 | 0.06% | 74 |
|
|
2020
Q3 | $362K | Buy |
1,651
+1
| +0.1% | +$205 | 0.07% | 68 |
|
|
2020
Q2 | $304K | Hold |
1,650
| – | – | 0.06% | 72 |
|
|
2020
Q1 | $273K | Buy |
1,650
+126
| +8% | +$24.8K | 0.07% | 70 |
|
|
2019
Q4 | $301K | Buy |
1,524
+20
| +1% | +$3.97K | 0.07% | 73 |
|
|
2019
Q3 | $323K | Sell |
1,504
-71
| -5% | -$15.2K | 0.08% | 73 |
|
|
2019
Q2 | $327K | Buy |
1,575
+195
| +14% | +$38.6K | 0.09% | 68 |
|
|
2019
Q1 | $262K | Buy |
1,380
+657
| +91% | +$119K | 0.07% | 77 |
|
|
2018
Q4 | $128K | Buy |
723
+116
| +19% | +$20.6K | 0.04% | 100 |
|
|
2018
Q3 | $102K | Hold |
607
| – | – | 0.03% | 113 |
|
|
2018
Q2 | $95K | Hold |
607
| – | – | 0.03% | 119 |
|
|
2018
Q1 | $95K | Hold |
607
| – | – | 0.03% | 120 |
|
|
2017
Q4 | $104K | Hold |
607
| – | – | 0.04% | 115 |
|
|
2017
Q3 | $95K | Hold |
607
| – | – | 0.04% | 116 |
|
|
2017
Q2 | $93K | Hold |
607
| – | – | 0.04% | 114 |
|
|
2017
Q1 | $79K | Hold |
607
| – | – | 0.04% | 125 |
|
|
2016
Q4 | $74K | Sell |
607
-7
| -1% | -$821 | 0.04% | 127 |
|
|
2016
Q3 | $71K | Sell |
614
-20
| -3% | -$2.37K | 0.04% | 125 |
|
|
2016
Q2 | $76K | Hold |
634
| – | – | 0.04% | 118 |
|
|
2016
Q1 | $79K | Buy |
634
+24
| +4% | +$2.87K | 0.05% | 121 |
|
|
2015
Q4 | $72K | Sell |
610
-878
| -59% | -$98.2K | 0.04% | 120 |
|
|
2015
Q3 | $147K | Buy |
1,488
+878
| +144% | +$85.5K | 0.09% | 82 |
|
|
2015
Q2 | $58K | Sell |
610
-21
| -3% | -$2.03K | 0.04% | 159 |
|
|
2015
Q1 | $61K | Hold |
631
| – | – | 0.04% | 158 |
|
|
2014
Q4 | $59K | Sell |
631
-962
| -60% | -$90.1K | 0.04% | 155 |
|
|
2014
Q3 | $151K | Buy |
1,593
+963
| +153% | +$91.8K | 0.11% | 82 |
|
|
2014
Q2 | $64K | Hold |
630
| – | – | 0.04% | 139 |
|
|
2014
Q1 | $62K | Buy |
+630
| New | +$60.2K | 0.04% | 143 |
|
Other funds holding MCD
Gemmer Asset Management's MCD Position: Q2 2026 in Review
Gemmer Asset Management reduced its McDonald's (MCD) stake by 2.8% in Q2 2026, selling an estimated $8.03K and leaving 988 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #152.
Gemmer Asset Management first reported a position in MCD in Q1 2014 and has held it in 49 quarters since. The position peaked at $382K in Q2 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Gemmer Asset Management held 988 shares of McDonald's worth $267K as of Q2 2026.
- Gemmer Asset Management sold 28 McDonald's shares in Q2 2026, an estimated $8.03K.
- McDonald's made up 0.02% of Gemmer Asset Management's portfolio in Q2 2026, its #152 holding.
- Gemmer Asset Management first reported a position in McDonald's in Q1 2014 and has held it in 49 quarters since.
- Gemmer Asset Management's McDonald's position peaked at $382K in Q2 2021.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.