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

Groesbeck 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 		$31K Sell
115
-100
-47% -$28.7K 0.05% 85
2026
Q1 		$67K Hold
215
– – 0.13% 78
2025
Q4 		$66K Buy
+215
New +$65.9K 0.12% 76
2024
Q4 		– Sell
-815
Closed -$248K – 88
2024
Q3 		$248K Sell
815
-55
-6% -$15.2K 0.36% 63
2024
Q2 		$222K Sell
870
-750
-46% -$199K 0.31% 67
2024
Q1 		$457K Hold
1,620
– – 0.49% 65
2023
Q4 		$480K Buy
1,620
+40
+3% +$10.9K 0.66% 53
2023
Q3 		$416K Hold
1,580
– – 0.63% 58
2023
Q2 		$471K Hold
1,580
– – 0.72% 49
2023
Q1 		$442K Buy
1,580
+615
+64% +$165K 0.66% 53
2022
Q4 		$254K Hold
965
– – 0.43% 70
2022
Q3 		$238K Hold
965
– – 0.39% 78
2022
Q2 		$238K Sell
965
-12
-1% -$2.96K 0.39% 78
2022
Q1 		$242K Hold
977
– – 0.27% 100
2021
Q4 		$262K Hold
977
– – 0.33% 82
2021
Q3 		$236K Hold
977
– – 0.27% 100
2021
Q2 		$226K Hold
977
– – 0.29% 87
2021
Q1 		$219K Hold
977
– – 0.32% 87
2020
Q4 		$210K Hold
977
– – 0.34% 82
2020
Q3 		$214K Buy
+977
New +$201K 0.4% 80
2020
Q1 		– Sell
-8,977
Closed -$1.77M – 90
2019
Q4 		$1.77M Buy
8,977
+4,015
+81% +$796K 1.31% 23
2019
Q3 		$1.06M Buy
4,962
+750
+18% +$161K 0.8% 37
2019
Q2 		$875K Buy
4,212
+3,012
+251% +$597K 0.71% 45
2019
Q1 		$228K Buy
+1,200
New +$218K 0.17% 92
2015
Q2 		– Sell
-2,900
Closed -$283K – 91
2015
Q1 		$283K Sell
2,900
-920
-24% -$87.3K 0.14% 79
2014
Q4 		$358K Sell
3,820
-16,400
-81% -$1.54M 0.18% 76
2014
Q3 		$1.92M Sell
20,220
-1,140
-5% -$109K 0.91% 48
2014
Q2 		$2.15M Sell
21,360
-49,143
-70% -$4.96M 0.94% 50
2014
Q1 		$6.91M Sell
70,503
-2,170
-3% -$207K 3.11% 5
2013
Q4 		$7.05M Sell
72,673
-12,688
-15% -$1.22M 2.93% 7
2013
Q3 		$8.21M Sell
85,361
-2,373
-3% -$232K 3.56% 2
2013
Q2 		$8.69M Buy
+87,734
New +$8.79M 3.67% 3

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Groesbeck Investment Management reduced its McDonald's (MCD) stake by 47% in Q2 2026, selling an estimated $28.7K and leaving 115 shares worth $31K. The position accounts for 0.05% of the portfolio, ranked #85.

Groesbeck Investment Management first reported a position in MCD in Q2 2013 and has held it in 32 quarters since. The position peaked at $8.69M in Q2 2013. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Groesbeck Investment Management held 115 shares of McDonald's worth $31K as of Q2 2026.
  • Groesbeck Investment Management sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.05% of Groesbeck Investment Management's portfolio in Q2 2026, its #85 holding.
  • Groesbeck Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 32 quarters since.
  • Groesbeck Investment Management's McDonald's position peaked at $8.69M in Q2 2013.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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