Shikiar Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $472K | Hold |
1,745
| – | – | 0.12% | 81 |
|
|
2026
Q1 | $542K | Hold |
1,745
| – | – | 0.16% | 70 |
|
|
2025
Q4 | $533K | Sell |
1,745
-25
| -1% | -$7.66K | 0.13% | 68 |
|
|
2025
Q3 | $538K | Hold |
1,770
| – | – | 0.14% | 70 |
|
|
2025
Q2 | $517K | Hold |
1,770
| – | – | 0.14% | 62 |
|
|
2025
Q1 | $553K | Buy |
1,770
+4
| +0.2% | +$1.2K | 0.17% | 57 |
|
|
2024
Q4 | $512K | Hold |
1,766
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $538K | Sell |
1,766
-10
| -0.6% | -$2.76K | 0.14% | 57 |
|
|
2024
Q2 | $453K | Hold |
1,776
| – | – | 0.12% | 51 |
|
|
2024
Q1 | $501K | Hold |
1,776
| – | – | 0.15% | 54 |
|
|
2023
Q4 | $527K | Hold |
1,776
| – | – | 0.16% | 48 |
|
|
2023
Q3 | $468K | Hold |
1,776
| – | – | 0.16% | 57 |
|
|
2023
Q2 | $530K | Hold |
1,776
| – | – | 0.17% | 54 |
|
|
2023
Q1 | $497K | Buy |
+1,776
| New | +$476K | 0.18% | 55 |
|
|
2022
Q3 | $410K | Buy |
1,776
+26
| +1% | +$6.64K | 0.17% | 59 |
|
|
2022
Q2 | $432K | Hold |
1,750
| – | – | 0.17% | 65 |
|
|
2022
Q1 | $433K | Hold |
1,750
| – | – | 0.12% | 71 |
|
|
2021
Q4 | $469K | Hold |
1,750
| – | – | 0.12% | 73 |
|
|
2021
Q3 | $422K | Hold |
1,750
| – | – | 0.12% | 74 |
|
|
2021
Q2 | $404K | Hold |
1,750
| – | – | 0.11% | 70 |
|
|
2021
Q1 | $392K | Hold |
1,750
| – | – | 0.13% | 67 |
|
|
2020
Q4 | $376K | Hold |
1,750
| – | – | 0.14% | 59 |
|
|
2020
Q3 | $384K | Hold |
1,750
| – | – | 0.15% | 62 |
|
|
2020
Q2 | $323K | Hold |
1,750
| – | – | 0.15% | 66 |
|
|
2020
Q1 | $289K | Hold |
1,750
| – | – | 0.19% | 64 |
|
|
2019
Q4 | $346K | Hold |
1,750
| – | – | 0.11% | 74 |
|
|
2019
Q3 | $376K | Sell |
1,750
-100
| -5% | -$21.4K | 0.15% | 70 |
|
|
2019
Q2 | $384K | Hold |
1,850
| – | – | 0.15% | 70 |
|
|
2019
Q1 | $351K | Hold |
1,850
| – | – | 0.15% | 70 |
|
|
2018
Q4 | $329K | Hold |
1,850
| – | – | 0.17% | 63 |
|
|
2018
Q3 | $309K | Hold |
1,850
| – | – | 0.12% | 66 |
|
|
2018
Q2 | $290K | Hold |
1,850
| – | – | 0.12% | 68 |
|
|
2018
Q1 | $289K | Sell |
1,850
-2
| -0.1% | -$329 | 0.13% | 68 |
|
|
2017
Q4 | $319K | Hold |
1,852
| – | – | 0.15% | 68 |
|
|
2017
Q3 | $290K | Hold |
1,852
| – | – | 0.13% | 84 |
|
|
2017
Q2 | $284K | Hold |
1,852
| – | – | 0.12% | 85 |
|
|
2017
Q1 | $240K | Sell |
1,852
-200
| -10% | -$25.1K | 0.11% | 96 |
|
|
2016
Q4 | $250K | Hold |
2,052
| – | – | 0.11% | 88 |
|
|
2016
Q3 | $237K | Buy |
2,052
+300
| +17% | +$35.5K | 0.11% | 98 |
|
|
2016
Q2 | $211K | Hold |
1,752
| – | – | 0.09% | 101 |
|
|
2016
Q1 | $220K | Buy |
+1,752
| New | +$209K | 0.1% | 100 |
|
Other funds holding MCD
BPC
ECSS
Shikiar Asset Management's MCD Position: Q2 2026 in Review
Shikiar Asset Management held its McDonald's (MCD) position steady in Q2 2026 at 1,745 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #81.
Shikiar Asset Management first reported a position in MCD in Q1 2016 and has held it in 41 quarters since. The position peaked at $553K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Shikiar Asset Management held 1,745 shares of McDonald's worth $472K as of Q2 2026.
- Shikiar Asset Management left its McDonald's share count unchanged in Q2 2026.
- McDonald's made up 0.12% of Shikiar Asset Management's portfolio in Q2 2026, its #81 holding.
- Shikiar Asset Management first reported a position in McDonald's in Q1 2016 and has held it in 41 quarters since.
- Shikiar Asset Management's McDonald's position peaked at $553K in Q1 2025.
- 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.