Signature Estate & Investment Advisors’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 | $700K | Sell |
2,586
-145
| -5% | -$41.6K | 0.01% | 368 |
|
|
2026
Q1 | $849K | Buy |
2,731
+217
| +9% | +$69.1K | 0.02% | 298 |
|
|
2025
Q4 | $768K | Sell |
2,514
-489
| -16% | -$150K | 0.02% | 296 |
|
|
2025
Q3 | $913K | Sell |
3,003
-154
| -5% | -$46.9K | 0.02% | 261 |
|
|
2025
Q2 | $922K | Sell |
3,157
-34
| -1% | -$10.5K | 0.02% | 247 |
|
|
2025
Q1 | $997K | Sell |
3,191
-45
| -1% | -$13.5K | 0.03% | 220 |
|
|
2024
Q4 | $938K | Buy |
3,236
+240
| +8% | +$71.6K | 0.02% | 229 |
|
|
2024
Q3 | $912K | Sell |
2,996
-10
| -0.3% | -$2.76K | 0.02% | 218 |
|
|
2024
Q2 | $766K | Buy |
+3,006
| New | +$797K | 0.02% | 236 |
|
|
2023
Q4 | – | Sell |
-796
| Closed | -$210K | – | 190 |
|
|
2023
Q3 | $210K | Sell |
796
-58
| -7% | -$16.5K | 0.01% | 166 |
|
|
2023
Q2 | $255K | Buy |
+854
| New | +$248K | 0.01% | 151 |
|
|
2022
Q3 | – | Sell |
-845
| Closed | -$209K | – | 167 |
|
|
2022
Q2 | $209K | Buy |
+845
| New | +$208K | 0.01% | 162 |
|
|
2022
Q1 | – | Sell |
-835
| Closed | -$224K | – | 169 |
|
|
2021
Q4 | $224K | Sell |
835
-93
| -10% | -$23.5K | 0.01% | 155 |
|
|
2021
Q3 | $224K | Sell |
928
-5
| -0.5% | -$1.19K | 0.01% | 152 |
|
|
2021
Q2 | $215K | Buy |
+933
| New | +$217K | 0.01% | 155 |
|
|
2021
Q1 | – | Sell |
-1,564
| Closed | -$336K | – | 166 |
|
|
2020
Q4 | $336K | Sell |
1,564
-43
| -3% | -$9.35K | 0.02% | 124 |
|
|
2020
Q3 | $353K | Buy |
+1,607
| New | +$330K | 0.02% | 120 |
|
|
2020
Q1 | – | Sell |
-2,085
| Closed | -$412K | – | 146 |
|
|
2019
Q4 | $412K | Sell |
2,085
-122,294
| -98% | -$24.3M | 0.03% | 119 |
|
|
2019
Q3 | $26.7M | Buy |
124,379
+1,564
| +1% | +$335K | 1.77% | 17 |
|
|
2019
Q2 | $25.5M | Buy |
122,815
+3,340
| +3% | +$662K | 1.68% | 20 |
|
|
2019
Q1 | $22.7M | Buy |
119,475
+7,500
| +7% | +$1.36M | 1.53% | 25 |
|
|
2018
Q4 | $19.9M | Buy |
+111,975
| New | +$19.9M | 1.76% | 21 |
|
|
2017
Q2 | – | Sell |
-1,129
| Closed | -$146K | – | 163 |
|
|
2017
Q1 | $146K | Buy |
+1,129
| New | +$142K | 0.02% | 153 |
|
|
2016
Q3 | – | Sell |
-1,662
| Closed | -$200K | – | 166 |
|
|
2016
Q2 | $200K | Buy |
+1,662
| New | +$208K | 0.03% | 113 |
|
Other funds holding MCD
Signature Estate & Investment Advisors's MCD Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its McDonald's (MCD) stake by 5.3% in Q2 2026, selling an estimated $41.6K and leaving 2,586 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #368.
Signature Estate & Investment Advisors first reported a position in MCD in Q2 2016 and has held it in 24 quarters since. The position peaked at $26.7M in Q3 2019. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Signature Estate & Investment Advisors held 2,586 shares of McDonald's worth $700K as of Q2 2026.
- Signature Estate & Investment Advisors sold 145 McDonald's shares in Q2 2026, an estimated $41.6K.
- McDonald's made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #368 holding.
- Signature Estate & Investment Advisors first reported a position in McDonald's in Q2 2016 and has held it in 24 quarters since.
- Signature Estate & Investment Advisors's McDonald's position peaked at $26.7M in Q3 2019.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.