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Jackson Grant Investment Advisers’s McDonald's MCD Stock Holding History

Jackson Grant Investment Advisers’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 		$2.07M Buy
7,667
+40
+0.5% +$11.5K 0.64% 29
2026
Q1 		$2.37M Buy
7,627
+30
+0.4% +$9.56K 0.79% 25
2025
Q4 		$2.32M Sell
7,597
-10
-0.1% -$3.06K 0.76% 25
2025
Q3 		$2.31M Buy
7,607
+330
+5% +$100K 0.77% 24
2025
Q2 		$2.13M Buy
7,277
+30
+0.4% +$9.25K 0.78% 23
2025
Q1 		$2.26M Buy
7,247
+29
+0.4% +$8.67K 0.88% 23
2024
Q4 		$2.09M Sell
7,218
-101
-1% -$30.1K 0.81% 24
2024
Q3 		$2.23M Buy
7,319
+29
+0.4% +$7.99K 0.83% 24
2024
Q2 		$1.86M Buy
7,290
+33
+0.5% +$8.76K 0.75% 25
2024
Q1 		$2.05M Buy
7,257
+33
+0.5% +$9.6K 0.84% 24
2023
Q4 		$2.14M Buy
7,224
+33
+0.5% +$8.98K 0.95% 21
2023
Q3 		$1.89M Buy
7,191
+31
+0.4% +$8.84K 0.91% 22
2023
Q2 		$2.14M Sell
7,160
-144
-2% -$41.8K 0.99% 21
2023
Q1 		$2.04M Buy
7,304
+32
+0.4% +$8.57K 0.96% 21
2022
Q4 		$1.92M Buy
7,272
+31
+0.4% +$8.18K 0.93% 22
2022
Q3 		$1.67M Buy
7,241
+30
+0.4% +$7.67K 0.87% 22
2022
Q2 		$1.78M Sell
7,211
-2
-0% -$493 0.88% 22
2022
Q1 		$1.78M Buy
7,213
+39
+0.5% +$9.71K 0.75% 23
2021
Q4 		$1.92M Sell
7,174
-59
-0.8% -$14.9K 0.98% 18
2021
Q3 		$1.74M Sell
7,233
-66
-0.9% -$15.8K 0.78% 23
2021
Q2 		$1.69M Buy
7,299
+12
+0.2% +$2.79K 0.74% 24
2021
Q1 		$1.63M Sell
7,287
-56
-0.8% -$12K 0.75% 23
2020
Q4 		$1.58M Buy
7,343
+121
+2% +$26.3K 0.8% 22
2020
Q3 		$1.58M Buy
7,222
+38
+0.5% +$7.8K 0.95% 20
2020
Q2 		$1.32M Sell
7,184
-372
-5% -$68.2K 0.84% 20
2020
Q1 		$1.25M Buy
7,556
+29
+0.4% +$5.71K 0.92% 20
2019
Q4 		$1.49M Sell
7,527
-120
-2% -$23.8K 0.81% 23
2019
Q3 		$1.64M Buy
7,647
+40
+0.5% +$8.58K 0.93% 20
2019
Q2 		$1.58M Sell
7,607
-57
-0.7% -$11.3K 0.92% 20
2019
Q1 		$1.46M Sell
7,664
-47
-0.6% -$8.53K 0.87% 20
2018
Q4 		$1.37M Buy
7,711
+120
+2% +$21.3K 0.96% 20
2018
Q3 		$1.27M Sell
7,591
-25
-0.3% -$4.01K 0.8% 25
2018
Q2 		$1.19M Buy
7,616
+44
+0.6% +$7.13K 0.82% 23
2018
Q1 		$1.18M Sell
7,572
-296
-4% -$48.7K 0.83% 23
2017
Q4 		$1.35M Buy
7,868
+110
+1% +$18.5K 0.92% 22
2017
Q3 		$1.22M Buy
7,758
+44
+0.6% +$6.9K 0.88% 21
2017
Q2 		$1.18M Buy
7,714
+47
+0.6% +$6.79K 0.92% 22
2017
Q1 		$994K Sell
7,667
-264
-3% -$33.1K 0.8% 23
2016
Q4 		$965K Buy
7,931
+35
+0.4% +$4.1K 0.82% 24
2016
Q3 		$911K Sell
7,896
-1,275
-14% -$151K 0.75% 23
2016
Q2 		$1.1M Buy
9,171
+885
+11% +$111K 0.97% 23
2016
Q1 		$1.04M Buy
8,286
+401
+5% +$47.9K 0.95% 23
2015
Q4 		$932K Buy
+7,885
New +$882K 0.89% 24

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

Jackson Grant Investment Advisers's MCD Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its McDonald's (MCD) stake by 0.52% in Q2 2026, buying an estimated $11.5K and bringing the position to 7,667 shares worth $2.07M. The position accounts for 0.64% of the portfolio, ranked #29.

Jackson Grant Investment Advisers first reported a position in MCD in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.37M in Q1 2026. 1,675 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Jackson Grant Investment Advisers held 7,667 shares of McDonald's worth $2.07M as of Q2 2026.
  • Jackson Grant Investment Advisers bought 40 McDonald's shares in Q2 2026, an estimated $11.5K.
  • McDonald's made up 0.64% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #29 holding.
  • Jackson Grant Investment Advisers first reported a position in McDonald's in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's McDonald's position peaked at $2.37M in Q1 2026.
  • 1,675 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.