Conrad Siegel Investment Advisors’s McDonald's MCD Stock Holding History

Conrad Siegel Investment Advisors’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	–	Sell	-817	Closed	-$254K	–	75
2026 Q1	$254K	Sell	817 -5	-0.6%	-$1.59K	0.05%	58
2025 Q4	$251K	Buy	822 +27	+3%	+$8.27K	0.05%	53
2025 Q3	$242K	Hold	795	–	–	0.05%	52
2025 Q2	$232K	Buy	795 +3	+0.4%	+$925	0.05%	51
2025 Q1	$247K	Buy	792 +8	+1%	+$2.39K	0.06%	43
2024 Q4	$227K	Buy	+784	New	+$234K	0.06%	42
2022 Q2	–	Sell	-150	Closed	-$37K	–	47
2022 Q1	$37K	Buy	+150	New	+$37.4K	0.03%	31

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Conrad Siegel Investment Advisors's MCD Position: Q2 2026 in Review

Conrad Siegel Investment Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 817 shares — an estimated $254K sold.

Conrad Siegel Investment Advisors first reported a position in MCD in Q1 2022 and held it in 7 quarters. The position peaked at $254K in Q1 2026. 1,600 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Conrad Siegel Investment Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Conrad Siegel Investment Advisors sold 817 McDonald's shares in Q2 2026, an estimated $254K.
Conrad Siegel Investment Advisors first reported a position in McDonald's in Q1 2022 and held it in 7 quarters.
Conrad Siegel Investment Advisors's McDonald's position peaked at $254K in Q1 2026.
1,600 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.