Sigma Investment Counselors’s McDonald's MCD Stock Holding History

Sigma Investment Counselors’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
2025 Q1	–	Sell	-735	Closed	-$213K	–	193
2024 Q4	$213K	Sell	735 -114	-13%	-$34K	0.01%	190
2024 Q3	$259K	Buy	849 +14	+2%	+$3.86K	0.02%	177
2024 Q2	$213K	Hold	835	–	–	0.01%	187
2024 Q1	$236K	Sell	835 -301	-26%	-$87.5K	0.02%	180
2023 Q4	$337K	Sell	1,136 -678	-37%	-$185K	0.02%	158
2023 Q3	$478K	Buy	1,814 +64	+4%	+$18.3K	0.04%	128
2023 Q2	$522K	Buy	1,750 +582	+50%	+$169K	0.04%	123
2023 Q1	$327K	Buy	1,168 +213	+22%	+$57.1K	0.03%	156
2022 Q4	$252K	Buy	955 +42	+5%	+$11.1K	0.02%	163
2022 Q3	$211K	Sell	913 -12	-1%	-$3.07K	0.02%	172
2022 Q2	$228K	Buy	925 +24	+3%	+$5.91K	0.02%	167
2022 Q1	$223K	Hold	901	–	–	0.02%	177
2021 Q4	$242K	Hold	901	–	–	0.02%	173
2021 Q3	$217K	Sell	901 -130	-13%	-$31K	0.02%	185
2021 Q2	$238K	Sell	1,031 -31	-3%	-$7.21K	0.02%	174
2021 Q1	$238K	Buy	+1,062	New	+$227K	0.02%	162

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sigma Investment Counselors's MCD Position: Q1 2025 in Review

Sigma Investment Counselors sold out of McDonald's (MCD) in Q1 2025, closing a stake of 735 shares — an estimated $213K sold.

Sigma Investment Counselors first reported a position in MCD in Q1 2021 and held it in 16 quarters. The position peaked at $522K in Q2 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Sigma Investment Counselors reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Sigma Investment Counselors sold 735 McDonald's shares in Q1 2025, an estimated $213K.
Sigma Investment Counselors first reported a position in McDonald's in Q1 2021 and held it in 16 quarters.
Sigma Investment Counselors's McDonald's position peaked at $522K in Q2 2023.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Sigma Investment Counselors's 13F filing for Q1 2025, filed 30 Apr 2025.