Sound Income Strategies’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 | $1.56M | Buy |
5,773
+183
| +3% | +$52.5K | 0.07% | 175 |
|
|
2026
Q1 | $1.72M | Buy |
5,590
+35
| +0.6% | +$11.2K | 0.08% | 150 |
|
|
2025
Q4 | $1.71M | Buy |
5,555
+270
| +5% | +$82.7K | 0.08% | 150 |
|
|
2025
Q3 | $1.55M | Hold |
5,285
| – | – | 0.08% | 144 |
|
|
2025
Q2 | $1.54M | Sell |
5,285
-286
| -5% | -$88.2K | 0.09% | 132 |
|
|
2025
Q1 | $1.74M | Buy |
5,571
+73
| +1% | +$21.8K | 0.1% | 126 |
|
|
2024
Q4 | $1.59M | Buy |
5,498
+1,493
| +37% | +$445K | 0.1% | 121 |
|
|
2024
Q3 | $1.22M | Buy |
4,005
+26
| +0.7% | +$7.17K | 0.08% | 126 |
|
|
2024
Q2 | $1.01M | Buy |
3,979
+1,402
| +54% | +$372K | 0.06% | 129 |
|
|
2024
Q1 | $727K | Buy |
2,577
+984
| +62% | +$286K | 0.05% | 139 |
|
|
2023
Q4 | $472K | Buy |
1,593
+430
| +37% | +$117K | 0.04% | 137 |
|
|
2023
Q3 | $306K | Sell |
1,163
-101
| -8% | -$28.8K | 0.03% | 132 |
|
|
2023
Q2 | $377K | Sell |
1,264
-391
| -24% | -$114K | 0.04% | 120 |
|
|
2023
Q1 | $463K | Buy |
1,655
+72
| +5% | +$19.3K | 0.05% | 111 |
|
|
2022
Q4 | $417K | Sell |
1,583
-45
| -3% | -$11.9K | 0.05% | 108 |
|
|
2022
Q3 | $376K | Buy |
1,628
+20
| +1% | +$5.11K | 0.05% | 109 |
|
|
2022
Q2 | $397K | Buy |
1,608
+4
| +0.2% | +$985 | 0.05% | 114 |
|
|
2022
Q1 | $397K | Buy |
1,604
+3
| +0.2% | +$747 | 0.05% | 115 |
|
|
2021
Q4 | $429K | Sell |
1,601
-79
| -5% | -$19.9K | 0.05% | 115 |
|
|
2021
Q3 | $405K | Sell |
1,680
-745
| -31% | -$178K | 0.05% | 114 |
|
|
2021
Q2 | $560K | Buy |
2,425
+44
| +2% | +$10.2K | 0.08% | 105 |
|
|
2021
Q1 | $534K | Buy |
2,381
+139
| +6% | +$29.7K | 0.09% | 97 |
|
|
2020
Q4 | $481K | Sell |
2,242
-50
| -2% | -$10.9K | 0.11% | 84 |
|
|
2020
Q3 | $503K | Sell |
2,292
-124
| -5% | -$25.5K | 0.14% | 70 |
|
|
2020
Q2 | $446K | Buy |
2,416
+341
| +16% | +$62.5K | 0.13% | 54 |
|
|
2020
Q1 | $343K | Buy |
2,075
+1,421
| +217% | +$280K | 0.12% | 51 |
|
|
2019
Q4 | $129K | Buy |
654
+7
| +1% | +$1.39K | 0.03% | 73 |
|
|
2019
Q3 | $139K | Buy |
647
+130
| +25% | +$27.9K | 0.04% | 68 |
|
|
2019
Q2 | $107K | Sell |
517
-9
| -2% | -$1.78K | 0.04% | 82 |
|
|
2019
Q1 | $100K | Sell |
526
-177
| -25% | -$32.1K | 0.05% | 87 |
|
|
2018
Q4 | $125K | Sell |
703
-40
| -5% | -$7.09K | 0.07% | 77 |
|
|
2018
Q3 | $124K | Buy |
743
+304
| +69% | +$48.7K | 0.06% | 74 |
|
|
2018
Q2 | $69K | Sell |
439
-9
| -2% | -$1.46K | 0.04% | 85 |
|
|
2018
Q1 | $70K | Sell |
448
-61
| -12% | -$10K | 0.05% | 83 |
|
|
2017
Q4 | $83K | Buy |
+509
| New | +$85.5K | 0.05% | 70 |
|
Other funds holding MCD
Sound Income Strategies's MCD Position: Q2 2026 in Review
Sound Income Strategies increased its McDonald's (MCD) stake by 3.3% in Q2 2026, buying an estimated $52.5K and bringing the position to 5,773 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #175.
Sound Income Strategies first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.74M in Q1 2025. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Sound Income Strategies held 5,773 shares of McDonald's worth $1.56M as of Q2 2026.
- Sound Income Strategies bought 183 McDonald's shares in Q2 2026, an estimated $52.5K.
- McDonald's made up 0.07% of Sound Income Strategies's portfolio in Q2 2026, its #175 holding.
- Sound Income Strategies first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's McDonald's position peaked at $1.74M in Q1 2025.
- 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.