Sigma Planning Corp’s McDonald's MCD Stock Holding History

Sigma Planning Corp’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	$4.64M	Buy	17,159 +300	+2%	+$86K	0.12%	182
2026 Q1	$5.24M	Sell	16,859 -659	-4%	-$210K	0.15%	143
2025 Q4	$5.36M	Sell	17,518 -2,727	-13%	-$835K	0.15%	137
2025 Q3	$6.15M	Sell	20,245 -354	-2%	-$108K	0.17%	109
2025 Q2	$6.02M	Buy	20,599 +1,019	+5%	+$314K	0.18%	106
2025 Q1	$6.12M	Buy	19,580 +321	+2%	+$96K	0.2%	100
2024 Q4	$5.58M	Sell	19,259 -3,176	-14%	-$947K	0.18%	109
2024 Q3	$6.83M	Buy	22,435 +1,299	+6%	+$358K	0.21%	95
2024 Q2	$5.39M	Sell	21,136 -1,345	-6%	-$357K	0.17%	117
2024 Q1	$6.34M	Buy	22,481 +12,085	+116%	+$3.51M	0.2%	95
2023 Q4	$3.08M	Sell	10,396 -11,821	-53%	-$3.22M	0.24%	81
2023 Q3	$5.85M	Sell	22,217 -3,193	-13%	-$911K	0.22%	83
2023 Q2	$7.58M	Sell	25,410 -3,483	-12%	-$1.01M	0.27%	66
2023 Q1	$8.08M	Buy	28,893 +761	+3%	+$204K	0.27%	75
2022 Q4	$7.41M	Buy	28,132 +495	+2%	+$131K	0.27%	81
2022 Q3	$6.38M	Sell	27,637 -42	-0.2%	-$10.7K	0.24%	87
2022 Q2	$6.83M	Buy	27,679 +112	+0.4%	+$27.6K	0.24%	83
2022 Q1	$6.82M	Buy	27,567 +456	+2%	+$114K	0.2%	94
2021 Q4	$7.27M	Buy	27,111 +164	+0.6%	+$41.4K	0.2%	95
2021 Q3	$6.5M	Buy	26,947 +945	+4%	+$226K	0.2%	104
2021 Q2	$6.01M	Buy	26,002 +1,064	+4%	+$248K	0.18%	119
2021 Q1	$5.59M	Buy	24,938 +1,227	+5%	+$262K	0.18%	134
2020 Q4	$5.09M	Sell	23,711 -19,540	-45%	-$4.25M	0.17%	127
2020 Q3	$9.49M	Buy	43,251 +16,133	+59%	+$3.31M	0.38%	51
2020 Q2	$5M	Sell	27,118 -1,037	-4%	-$190K	0.22%	96
2020 Q1	$4.66M	Sell	28,155 -89	-0.3%	-$17.5K	0.28%	66
2019 Q4	$5.58M	Sell	28,244 -14,700	-34%	-$2.92M	0.24%	86
2019 Q3	$9.22M	Buy	42,944 +3,019	+8%	+$647K	0.44%	40
2019 Q2	$8.29M	Sell	39,925 -209	-0.5%	-$41.4K	0.43%	40
2019 Q1	$7.62M	Buy	40,134 +2,008	+5%	+$364K	0.43%	44
2018 Q4	$6.77M	Buy	38,126 +16,163	+74%	+$2.87M	0.49%	39
2018 Q3	$3.67M	Buy	21,963 +601	+3%	+$96.3K	0.22%	99
2018 Q2	$3.35M	Sell	21,362 -512	-2%	-$83K	0.22%	96
2018 Q1	$3.42M	Buy	21,874 +1,676	+8%	+$276K	0.25%	89
2017 Q4	$3.48M	Sell	20,198 -670	-3%	-$113K	0.27%	86
2017 Q3	$3.27M	Buy	20,868 +1,477	+8%	+$231K	0.27%	79
2017 Q2	$2.97M	Sell	19,391 -1,094	-5%	-$158K	0.28%	83
2017 Q1	$2.65M	Sell	20,485 -326	-2%	-$40.9K	0.26%	91
2016 Q4	$2.53M	Sell	20,811 -1,547	-7%	-$181K	0.28%	78
2016 Q3	$2.58M	Buy	22,358 +1,154	+5%	+$137K	0.31%	68
2016 Q2	$2.55M	Sell	21,204 -568	-3%	-$71.1K	0.33%	61
2016 Q1	$2.74M	Sell	21,772 -5,460	-20%	-$652K	0.37%	55
2015 Q4	$3.22M	Buy	27,232 +2,233	+9%	+$250K	0.45%	46
2015 Q3	$2.46M	Sell	24,999 -4,454	-15%	-$434K	0.39%	54
2015 Q2	$2.8M	Sell	29,453 -1,111	-4%	-$107K	0.39%	59
2015 Q1	$2.98M	Sell	30,564 -3,450	-10%	-$327K	0.39%	49
2014 Q4	$3.19M	Buy	+34,014	New	+$3.18M	0.42%	53

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sigma Planning Corp's MCD Position: Q2 2026 in Review

Sigma Planning Corp increased its McDonald's (MCD) stake by 1.8% in Q2 2026, buying an estimated $86K and bringing the position to 17,159 shares worth $4.64M. The position accounts for 0.12% of the portfolio, ranked #182.

Sigma Planning Corp first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.49M in Q3 2020. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sigma Planning Corp held 17,159 shares of McDonald's worth $4.64M as of Q2 2026.
Sigma Planning Corp bought 300 McDonald's shares in Q2 2026, an estimated $86K.
McDonald's made up 0.12% of Sigma Planning Corp's portfolio in Q2 2026, its #182 holding.
Sigma Planning Corp first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
Sigma Planning Corp's McDonald's position peaked at $9.49M in Q3 2020.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.