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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
2026
Q2 		$257K Buy
+951
New +$273K 0.01% 192
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sigma Investment Counselors's MCD Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in McDonald's (MCD) in Q2 2026: 951 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Sigma Investment Counselors previously reported a position in MCD as recently as Q4 2024.

Sigma Investment Counselors first reported a position in MCD in Q1 2021 and has held it in 17 quarters since. The position peaked at $522K in Q2 2023. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sigma Investment Counselors held 951 shares of McDonald's worth $257K as of Q2 2026.
  • McDonald's was a new Sigma Investment Counselors position in Q2 2026.
  • McDonald's made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #192 holding.
  • Sigma Investment Counselors first reported a position in McDonald's in Q1 2021 and has held it in 17 quarters since.
  • Sigma Investment Counselors's McDonald's position peaked at $522K in Q2 2023.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.