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Greatmark Investment Partners’s McDonald's MCD Stock Holding History

Greatmark Investment Partners’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 		$3.47M Sell
12,838
-276
-2% -$79.1K 0.38% 52
2026
Q1 		$4.08M Buy
13,114
+321
+3% +$102K 0.48% 42
2025
Q4 		$3.91M Sell
12,793
-27
-0.2% -$8.27K 0.46% 44
2025
Q3 		$3.9M Sell
12,820
-10
-0.1% -$3.04K 0.47% 43
2025
Q2 		$3.75M Sell
12,830
-49
-0.4% -$15.1K 0.47% 44
2025
Q1 		$4.02M Sell
12,879
-333
-3% -$99.6K 0.55% 43
2024
Q4 		$3.83M Hold
13,212
– – 0.52% 44
2024
Q3 		$4.02M Buy
13,212
+1
+0% +$276 0.55% 44
2024
Q2 		$3.37M Sell
13,211
-40
-0.3% -$10.6K 0.49% 44
2024
Q1 		$3.74M Sell
13,251
-15
-0.1% -$4.36K 0.53% 42
2023
Q4 		$3.93M Buy
13,266
+3
+0% +$817 0.62% 38
2023
Q3 		$3.49M Sell
13,263
-60
-0.5% -$17.1K 0.62% 41
2023
Q2 		$3.98M Buy
13,323
+371
+3% +$108K 0.67% 38
2023
Q1 		$3.62M Sell
12,952
-808
-6% -$216K 0.65% 41
2022
Q4 		$3.63M Sell
13,760
-885
-6% -$233K 0.66% 39
2022
Q3 		$3.38M Sell
14,645
-135
-0.9% -$34.5K 0.65% 39
2022
Q2 		$3.65M Buy
14,780
+6
+0% +$1.48K 0.7% 37
2022
Q1 		$3.65M Sell
14,774
-360
-2% -$89.7K 0.6% 38
2021
Q4 		$4.06M Sell
15,134
-20
-0.1% -$5.05K 0.68% 34
2021
Q3 		$3.65M Sell
15,154
-167
-1% -$39.9K 0.68% 34
2021
Q2 		$3.54M Buy
15,321
+3
+0% +$698 0.64% 36
2021
Q1 		$3.43M Buy
15,318
+20
+0.1% +$4.28K 0.67% 34
2020
Q4 		$3.28M Sell
15,298
-365
-2% -$79.4K 0.71% 33
2020
Q3 		$3.44M Sell
15,663
-490
-3% -$101K 0.86% 31
2020
Q2 		$2.98M Buy
16,153
+65
+0.4% +$11.9K 0.79% 32
2020
Q1 		$2.66M Buy
16,088
+335
+2% +$66K 0.85% 32
2019
Q4 		$3.11M Buy
15,753
+1
+0% +$198 0.77% 35
2019
Q3 		$3.38M Sell
15,752
-10
-0.1% -$2.14K 0.93% 34
2019
Q2 		$3.27M Sell
15,762
-294
-2% -$58.2K 0.98% 34
2019
Q1 		$3.05M Sell
16,056
-25
-0.2% -$4.54K 0.96% 32
2018
Q4 		$2.86M Sell
16,081
-50
-0.3% -$8.87K 1.02% 31
2018
Q3 		$2.7M Sell
16,131
-10
-0.1% -$1.6K 0.85% 35
2018
Q2 		$2.53M Hold
16,141
– – 0.87% 35
2018
Q1 		$2.52M Hold
16,141
– – 0.92% 33
2017
Q4 		$2.78M Sell
16,141
-371
-2% -$62.3K 1.01% 31
2017
Q3 		$2.59M Sell
16,512
-35
-0.2% -$5.49K 0.99% 32
2017
Q2 		$2.53M Buy
16,547
+88
+0.5% +$12.7K 1.01% 32
2017
Q1 		$2.13M Buy
16,459
+200
+1% +$25.1K 0.88% 33
2016
Q4 		$1.98M Sell
16,259
-535
-3% -$62.7K 0.83% 36
2016
Q3 		$1.94M Buy
16,794
+175
+1% +$20.7K 0.84% 37
2016
Q2 		$2M Sell
16,619
-62
-0.4% -$7.76K 0.89% 36
2016
Q1 		$2.1M Sell
16,681
-590
-3% -$70.5K 0.95% 33
2015
Q4 		$2.04M Hold
17,271
– – 0.89% 33
2015
Q3 		$1.7M Sell
17,271
-2,075
-11% -$202K 0.79% 37
2015
Q2 		$1.84M Hold
19,346
– – 0.79% 37
2015
Q1 		$1.89M Buy
19,346
+539
+3% +$51.1K 0.81% 39
2014
Q4 		$1.76M Buy
18,807
+5,140
+38% +$481K 0.75% 41
2014
Q3 		$1.3M Hold
13,667
– – 0.6% 45
2014
Q2 		$1.38M Hold
13,667
– – 0.58% 47
2014
Q1 		$1.34M Sell
13,667
-85
-0.6% -$8.13K 0.6% 46
2013
Q4 		$1.33M Buy
13,752
+400
+3% +$38.4K 0.63% 45
2013
Q3 		$1.28M Buy
13,352
+799
+6% +$78K 0.67% 42
2013
Q2 		$1.24M Buy
+12,553
New +$1.26M 0.8% 40

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

Greatmark Investment Partners's MCD Position: Q2 2026 in Review

Greatmark Investment Partners reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $79.1K and leaving 12,838 shares worth $3.47M. The position accounts for 0.38% of the portfolio, ranked #52.

Greatmark Investment Partners first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.08M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Greatmark Investment Partners held 12,838 shares of McDonald's worth $3.47M as of Q2 2026.
  • Greatmark Investment Partners sold 276 McDonald's shares in Q2 2026, an estimated $79.1K.
  • McDonald's made up 0.38% of Greatmark Investment Partners's portfolio in Q2 2026, its #52 holding.
  • Greatmark Investment Partners first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Greatmark Investment Partners's McDonald's position peaked at $4.08M in Q1 2026.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.