GM Advisory Group’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
Q1 | $1.67M | Buy |
5,371
+469
| +10% | +$149K | 0.06% | 120 |
|
|
2025
Q4 | $1.5M | Buy |
4,902
+963
| +24% | +$295K | 0.06% | 131 |
|
|
2025
Q3 | $1.2M | Buy |
3,939
+106
| +3% | +$32.3K | 0.05% | 136 |
|
|
2025
Q2 | $1.12M | Buy |
3,833
+1,309
| +52% | +$404K | 0.06% | 137 |
|
|
2025
Q1 | $788K | Buy |
2,524
+138
| +6% | +$41.3K | 0.04% | 143 |
|
|
2024
Q4 | $692K | Buy |
2,386
+305
| +15% | +$90.9K | 0.04% | 147 |
|
|
2024
Q3 | $634K | Buy |
2,081
+118
| +6% | +$32.5K | 0.04% | 149 |
|
|
2024
Q2 | $500K | Sell |
1,963
-23
| -1% | -$6.1K | 0.03% | 151 |
|
|
2024
Q1 | $560K | Buy |
1,986
+23
| +1% | +$6.69K | 0.04% | 144 |
|
|
2023
Q4 | $582K | Buy |
1,963
+285
| +17% | +$77.6K | 0.04% | 134 |
|
|
2023
Q3 | $442K | Hold |
1,678
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $501K | Buy |
1,678
+7
| +0.4% | +$2.03K | 0.04% | 127 |
|
|
2023
Q1 | $467K | Buy |
1,671
+111
| +7% | +$29.7K | 0.04% | 129 |
|
|
2022
Q4 | $411K | Hold |
1,560
| – | – | 0.04% | 126 |
|
|
2022
Q3 | $360K | Sell |
1,560
-100
| -6% | -$25.6K | 0.05% | 132 |
|
|
2022
Q2 | $410K | Hold |
1,660
| – | – | 0.06% | 124 |
|
|
2022
Q1 | $410K | Hold |
1,660
| – | – | 0.05% | 136 |
|
|
2021
Q4 | $445K | Hold |
1,660
| – | – | 0.04% | 136 |
|
|
2021
Q3 | $400K | Hold |
1,660
| – | – | 0.04% | 139 |
|
|
2021
Q2 | $383K | Hold |
1,660
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $372K | Sell |
1,660
-50
| -3% | -$10.7K | 0.04% | 139 |
|
|
2020
Q4 | $367K | Buy |
1,710
+185
| +12% | +$40.2K | 0.05% | 128 |
|
|
2020
Q3 | $335K | Hold |
1,525
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $281K | Buy |
1,525
+100
| +7% | +$18.3K | 0.05% | 148 |
|
|
2020
Q1 | $236K | Hold |
1,425
| – | – | 0.06% | 106 |
|
|
2019
Q4 | $282K | Sell |
1,425
-287
| -17% | -$56.9K | 0.09% | 72 |
|
|
2019
Q3 | $368K | Sell |
1,712
-122
| -7% | -$26.2K | 0.11% | 69 |
|
|
2019
Q2 | $381K | Hold |
1,834
| – | – | 0.12% | 66 |
|
|
2019
Q1 | $348K | Hold |
1,834
| – | – | 0.11% | 72 |
|
|
2018
Q4 | $326K | Hold |
1,834
| – | – | 0.12% | 72 |
|
|
2018
Q3 | $307K | Hold |
1,834
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $287K | Hold |
1,834
| – | – | 0.09% | 90 |
|
|
2018
Q1 | $287K | Buy |
1,834
+66
| +4% | +$10.9K | 0.09% | 90 |
|
|
2017
Q4 | $304K | Buy |
1,768
+274
| +18% | +$46K | 0.08% | 91 |
|
|
2017
Q3 | $234K | Hold |
1,494
| – | – | 0.07% | 102 |
|
|
2017
Q2 | $229K | Sell |
1,494
-207
| -12% | -$29.9K | 0.07% | 98 |
|
|
2017
Q1 | $220K | Sell |
1,701
-1,460
| -46% | -$183K | 0.08% | 92 |
|
|
2016
Q4 | $385K | Buy |
+3,161
| New | +$371K | 0.13% | 74 |
|
|
2014
Q3 | – | Sell |
-2,461
| Closed | -$248K | – | 84 |
|
|
2014
Q2 | $248K | Sell |
2,461
-428
| -15% | -$43.2K | 0.22% | 57 |
|
|
2014
Q1 | $284K | Sell |
2,889
-160
| -5% | -$15.3K | 0.22% | 52 |
|
|
2013
Q4 | $296K | Buy |
+3,049
| New | +$293K | 0.3% | 39 |
|
Other funds holding MCD
VCM
VPM
DAM
GM Advisory Group's MCD Position: Q1 2026 in Review
GM Advisory Group increased its McDonald's (MCD) stake by 9.6% in Q1 2026, buying an estimated $149K and bringing the position to 5,371 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #120.
GM Advisory Group first reported a position in MCD in Q4 2013 and has held it in 41 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- GM Advisory Group held 5,371 shares of McDonald's worth $1.67M as of Q1 2026.
- GM Advisory Group bought 469 McDonald's shares in Q1 2026, an estimated $149K.
- McDonald's made up 0.06% of GM Advisory Group's portfolio in Q1 2026, its #120 holding.
- GM Advisory Group first reported a position in McDonald's in Q4 2013 and has held it in 41 quarters since.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.