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

Signature Wealth Management Partners’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	$229K	Hold	849	–	–	0.11%	111
2026 Q1	$264K	Sell	849 -16	-2%	-$5.1K	0.13%	97
2025 Q4	$264K	Hold	865	–	–	0.13%	97
2025 Q3	$263K	Sell	865 -5	-0.6%	-$1.52K	0.14%	98
2025 Q2	$254K	Buy	870 +5	+0.6%	+$1.54K	0.15%	95
2025 Q1	$270K	Hold	865	–	–	0.18%	87
2024 Q4	$251K	Hold	865	–	–	0.17%	90
2024 Q3	$263K	Hold	865	–	–	0.19%	86
2024 Q2	$220K	Hold	865	–	–	0.17%	95
2024 Q1	$244K	Sell	865 -56	-6%	-$16.3K	0.2%	86
2023 Q4	$273K	Hold	921	–	–	0.24%	82
2023 Q3	$243K	Sell	921 -67	-7%	-$19.1K	0.24%	82
2023 Q2	$295K	Sell	988 -269	-21%	-$78.2K	0.27%	71
2023 Q1	$351K	Hold	1,257	–	–	0.33%	68
2022 Q4	$331K	Hold	1,257	–	–	0.33%	71
2022 Q3	$290K	Hold	1,257	–	–	0.32%	72
2022 Q2	$310K	Hold	1,257	–	–	0.32%	74
2022 Q1	$311K	Sell	1,257 -127	-9%	-$31.6K	0.27%	79
2021 Q4	$371K	Sell	1,384 -4	-0.3%	-$1.01K	0.31%	71
2021 Q3	$335K	Buy	1,388 +120	+9%	+$28.6K	0.3%	74
2021 Q2	$293K	Hold	1,268	–	–	0.27%	82
2021 Q1	$284K	Buy	1,268 +257	+25%	+$55K	0.27%	78
2020 Q4	$217K	Buy	+1,011	New	+$220K	0.22%	87

Other funds holding MCD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Signature Wealth Management Partners's MCD Position: Q2 2026 in Review

Signature Wealth Management Partners held its McDonald's (MCD) position steady in Q2 2026 at 849 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #111.

Signature Wealth Management Partners first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $371K in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Signature Wealth Management Partners held 849 shares of McDonald's worth $229K as of Q2 2026.
Signature Wealth Management Partners left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of Signature Wealth Management Partners's portfolio in Q2 2026, its #111 holding.
Signature Wealth Management Partners first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's McDonald's position peaked at $371K in Q4 2021.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.