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Signature Wealth Management Group’s McDonald's MCD Stock Holding History

Signature Wealth Management Group’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
Q1 		$1.7M Buy
5,484
+4,744
+641% +$1.51M 0.65% 43
2025
Q4 		$226K Sell
740
-61
-8% -$18.7K 0.09% 104
2025
Q3 		$243K Sell
801
-36
-4% -$11K 0.09% 104
2025
Q2 		$245K Buy
837
+128
+18% +$39.5K 0.1% 106
2025
Q1 		$221K Sell
709
-29
-4% -$8.67K 0.09% 111
2024
Q4 		$214K Sell
738
-30
-4% -$8.95K 0.09% 104
2024
Q3 		$234K Sell
768
-40
-5% -$11K 0.09% 101
2024
Q2 		$206K Buy
808
+30
+4% +$7.96K 0.09% 100
2024
Q1 		$212K Buy
778
+18
+2% +$5.24K 0.1% 101
2023
Q4 		$225K Buy
+760
New +$207K 0.1% 98
2018
Q4 		– Sell
-838
Closed -$145K – 202
2018
Q3 		$145K Sell
838
-76
-8% -$12.2K 0.11% 73
2018
Q2 		$143K Hold
914
– – 0.11% 72
2018
Q1 		$143K Sell
914
-70
-7% -$11.5K 0.11% 72
2017
Q4 		$169K Buy
+984
New +$165K 0.12% 68

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Signature Wealth Management Group's MCD Position: Q1 2026 in Review

Signature Wealth Management Group increased its McDonald's (MCD) stake by 641% in Q1 2026, buying an estimated $1.51M and bringing the position to 5,484 shares worth $1.7M. The position accounts for 0.65% of the portfolio, ranked #43.

Signature Wealth Management Group first reported a position in MCD in Q4 2017 and has held it in 14 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Signature Wealth Management Group held 5,484 shares of McDonald's worth $1.7M as of Q1 2026.
  • Signature Wealth Management Group bought 4,744 McDonald's shares in Q1 2026, an estimated $1.51M.
  • McDonald's made up 0.65% of Signature Wealth Management Group's portfolio in Q1 2026, its #43 holding.
  • Signature Wealth Management Group first reported a position in McDonald's in Q4 2017 and has held it in 14 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.