GIM
MCD icon

Goelzer Investment Management’s McDonald's MCD Stock Holding History

Goelzer Investment Management’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 		$4.3M Sell
15,915
-657
-4% -$188K 0.19% 96
2026
Q1 		$5.15M Buy
16,572
+12,022
+264% +$3.83M 0.25% 81
2025
Q4 		$1.39M Buy
4,550
+686
+18% +$210K 0.06% 144
2025
Q3 		$1.17M Buy
3,864
+84
+2% +$25.6K 0.06% 147
2025
Q2 		$1.1M Sell
3,780
-35
-0.9% -$10.8K 0.06% 146
2025
Q1 		$1.19M Hold
3,815
– – 0.07% 141
2024
Q4 		$1.11M Buy
3,815
+105
+3% +$31.3K 0.06% 141
2024
Q3 		$1.13M Buy
3,710
+25
+0.7% +$6.89K 0.06% 138
2024
Q2 		$939K Hold
3,685
– – 0.05% 141
2024
Q1 		$1.04M Sell
3,685
-6
-0.2% -$1.75K 0.06% 140
2023
Q4 		$1.09M Buy
3,691
+571
+18% +$155K 0.07% 138
2023
Q3 		$822K Hold
3,120
– – 0.06% 145
2023
Q2 		$931K Sell
3,120
-100
-3% -$29.1K 0.08% 140
2023
Q1 		$900K Sell
3,220
-50
-2% -$13.4K 0.08% 144
2022
Q4 		$862K Sell
3,270
-560
-15% -$148K 0.07% 151
2022
Q3 		$884K Buy
3,830
+533
+16% +$136K 0.09% 148
2022
Q2 		$814K Sell
3,297
-23
-0.7% -$5.66K 0.08% 160
2022
Q1 		$821K Sell
3,320
-50
-1% -$12.5K 0.07% 157
2021
Q4 		$903K Sell
3,370
-80
-2% -$20.2K 0.07% 159
2021
Q3 		$832K Sell
3,450
-502
-13% -$120K 0.07% 159
2021
Q2 		$913K Hold
3,952
– – 0.08% 161
2021
Q1 		$886K Hold
3,952
– – 0.08% 157
2020
Q4 		$848K Sell
3,952
-2,370
-37% -$515K 0.08% 154
2020
Q3 		$1.39M Hold
6,322
– – 0.13% 155
2020
Q2 		$1.17M Sell
6,322
-16
-0.3% -$2.93K 0.11% 153
2020
Q1 		$1.05M Sell
6,338
-134
-2% -$26.4K 0.12% 157
2019
Q4 		$1.28M Hold
6,472
– – 0.11% 162
2019
Q3 		$1.39M Sell
6,472
-230
-3% -$49.3K 0.13% 154
2019
Q2 		$1.39M Sell
6,702
-320
-5% -$63.4K 0.13% 158
2019
Q1 		$1.33M Buy
7,022
+1,770
+34% +$321K 0.13% 160
2018
Q4 		$933K Hold
5,252
– – 0.12% 148
2018
Q3 		$879K Hold
5,252
– – 0.1% 153
2018
Q2 		$823K Sell
5,252
-90
-2% -$14.6K 0.1% 151
2018
Q1 		$835K Sell
5,342
-460
-8% -$75.7K 0.1% 153
2017
Q4 		$999K Buy
5,802
+922
+19% +$155K 0.11% 146
2017
Q3 		$765K Sell
4,880
-90
-2% -$14.1K 0.09% 153
2017
Q2 		$761K Hold
4,970
– – 0.09% 149
2017
Q1 		$644K Sell
4,970
-1,260
-20% -$158K 0.08% 151
2016
Q4 		$758K Sell
6,230
-100
-2% -$11.7K 0.1% 150
2016
Q3 		$730K Sell
6,330
-200
-3% -$23.7K 0.1% 154
2016
Q2 		$786K Sell
6,530
-150
-2% -$18.8K 0.11% 150
2016
Q1 		$840K Sell
6,680
-150
-2% -$17.9K 0.12% 149
2015
Q4 		$807K Sell
6,830
-546
-7% -$61K 0.12% 153
2015
Q3 		$727K Buy
7,376
+546
+8% +$53.2K 0.12% 152
2015
Q2 		$649K Sell
6,830
-300
-4% -$29K 0.1% 155
2015
Q1 		$695K Sell
7,130
-2,315
-25% -$220K 0.1% 148
2014
Q4 		$885K Sell
9,445
-500
-5% -$46.8K 0.13% 147
2014
Q3 		$943K Sell
9,945
-265
-3% -$25.3K 0.16% 142
2014
Q2 		$1.03M Sell
10,210
-1,795
-15% -$181K 0.17% 138
2014
Q1 		$1.18M Sell
12,005
-18,718
-61% -$1.79M 0.21% 134
2013
Q4 		$2.98M Buy
30,723
+483
+2% +$46.4K 0.54% 88
2013
Q3 		$2.91M Sell
30,240
-31,240
-51% -$3.05M 0.59% 80
2013
Q2 		$6.09M Buy
+61,480
New +$6.16M 0.65% 70

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goelzer Investment Management's MCD Position: Q2 2026 in Review

Goelzer Investment Management reduced its McDonald's (MCD) stake by 4% in Q2 2026, selling an estimated $188K and leaving 15,915 shares worth $4.3M. The position accounts for 0.19% of the portfolio, ranked #96.

Goelzer Investment Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.09M in Q2 2013. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Goelzer Investment Management held 15,915 shares of McDonald's worth $4.3M as of Q2 2026.
  • Goelzer Investment Management sold 657 McDonald's shares in Q2 2026, an estimated $188K.
  • McDonald's made up 0.19% of Goelzer Investment Management's portfolio in Q2 2026, its #96 holding.
  • Goelzer Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's McDonald's position peaked at $6.09M in Q2 2013.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.