Westover Capital 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 | $868K | Sell |
3,211
-16
| -0.5% | -$4.59K | 0.14% | 106 |
|
|
2026
Q1 | $1M | Buy |
3,227
+133
| +4% | +$42.4K | 0.18% | 95 |
|
|
2025
Q4 | $946K | Sell |
3,094
-10
| -0.3% | -$3.06K | 0.17% | 100 |
|
|
2025
Q3 | $943K | Sell |
3,104
-27
| -0.9% | -$8.22K | 0.17% | 103 |
|
|
2025
Q2 | $915K | Sell |
3,131
-26
| -0.8% | -$8.02K | 0.18% | 102 |
|
|
2025
Q1 | $986K | Buy |
3,157
+23
| +0.7% | +$6.88K | 0.22% | 96 |
|
|
2024
Q4 | $909K | Sell |
3,134
-17
| -0.5% | -$5.07K | 0.2% | 100 |
|
|
2024
Q3 | $960K | Sell |
3,151
-45
| -1% | -$12.4K | 0.18% | 101 |
|
|
2024
Q2 | $814K | Sell |
3,196
-4,881
| -60% | -$1.29M | 0.21% | 99 |
|
|
2024
Q1 | $2.28M | Sell |
8,077
-133
| -2% | -$38.7K | 0.67% | 42 |
|
|
2023
Q4 | $2.43M | Buy |
8,210
+22
| +0.3% | +$5.99K | 0.79% | 36 |
|
|
2023
Q3 | $2.16M | Sell |
8,188
-96
| -1% | -$27.4K | 0.78% | 35 |
|
|
2023
Q2 | $2.47M | Sell |
8,284
-200
| -2% | -$58.1K | 0.86% | 34 |
|
|
2023
Q1 | $2.37M | Sell |
8,484
-65
| -0.8% | -$17.4K | 0.88% | 33 |
|
|
2022
Q4 | $2.25M | Sell |
8,549
-84
| -1% | -$22.2K | 0.89% | 34 |
|
|
2022
Q3 | $1.99M | Sell |
8,633
-134
| -2% | -$34.3K | 0.76% | 39 |
|
|
2022
Q2 | $2.16M | Sell |
8,767
-291
| -3% | -$71.7K | 0.8% | 36 |
|
|
2022
Q1 | $2.24M | Sell |
9,058
-959
| -10% | -$239K | 0.7% | 41 |
|
|
2021
Q4 | $2.69M | Sell |
10,017
-142
| -1% | -$35.9K | 0.78% | 36 |
|
|
2021
Q3 | $2.45M | Sell |
10,159
-135
| -1% | -$32.2K | 0.77% | 38 |
|
|
2021
Q2 | $2.38M | Sell |
10,294
-71
| -0.7% | -$16.5K | 0.76% | 40 |
|
|
2021
Q1 | $2.32M | Sell |
10,365
-94
| -0.9% | -$20.1K | 0.8% | 37 |
|
|
2020
Q4 | $2.24M | Sell |
10,459
-203
| -2% | -$44.1K | 0.81% | 35 |
|
|
2020
Q3 | $2.34M | Sell |
10,662
-529
| -5% | -$109K | 0.96% | 30 |
|
|
2020
Q2 | $2.06M | Buy |
11,191
+187
| +2% | +$34.3K | 0.97% | 36 |
|
|
2020
Q1 | $1.82M | Buy |
11,004
+228
| +2% | +$44.9K | 0.99% | 38 |
|
|
2019
Q4 | $2.13M | Sell |
10,776
-338
| -3% | -$67K | 0.95% | 38 |
|
|
2019
Q3 | $2.39M | Sell |
11,114
-233
| -2% | -$50K | 1.13% | 33 |
|
|
2019
Q2 | $2.36M | Sell |
11,347
-331
| -3% | -$65.6K | 1.16% | 33 |
|
|
2019
Q1 | $2.22M | Buy |
11,678
+308
| +3% | +$55.9K | 1.15% | 36 |
|
|
2018
Q4 | $2.02M | Buy |
11,370
+5,414
| +91% | +$960K | 1.26% | 32 |
|
|
2018
Q3 | $996K | Sell |
5,956
-905
| -13% | -$145K | 0.5% | 62 |
|
|
2018
Q2 | $1.07M | Sell |
6,861
-246
| -3% | -$39.9K | 0.58% | 56 |
|
|
2018
Q1 | $1.11M | Sell |
7,107
-12
| -0.2% | -$1.97K | 0.6% | 55 |
|
|
2017
Q4 | $1.23M | Buy |
7,119
+143
| +2% | +$24K | 0.67% | 53 |
|
|
2017
Q3 | $1.09M | Sell |
6,976
-673
| -9% | -$105K | 0.64% | 48 |
|
|
2017
Q2 | $1.17M | Sell |
7,649
-29
| -0.4% | -$4.19K | 0.77% | 44 |
|
|
2017
Q1 | $995K | Sell |
7,678
-760
| -9% | -$95.4K | 0.66% | 49 |
|
|
2016
Q4 | $1.03M | Buy |
+8,438
| New | +$989K | 0.74% | 44 |
|
|
2016
Q2 | – | Sell |
-1,645
| Closed | -$207K | – | 86 |
|
|
2016
Q1 | $207K | Buy |
+1,645
| New | +$197K | 0.17% | 87 |
|
|
2015
Q2 | – | Sell |
-2,121
| Closed | -$207K | – | 98 |
|
|
2015
Q1 | $207K | Buy |
+2,121
| New | +$201K | 0.17% | 88 |
|
|
2014
Q4 | – | Sell |
-3,041
| Closed | -$288K | – | 89 |
|
|
2014
Q3 | $288K | Sell |
3,041
-523
| -15% | -$49.9K | 0.23% | 76 |
|
|
2014
Q2 | $359K | Sell |
3,564
-423
| -11% | -$42.7K | 0.3% | 72 |
|
|
2014
Q1 | $391K | Sell |
3,987
-1,000
| -20% | -$95.6K | 0.36% | 65 |
|
|
2013
Q4 | $484K | Buy |
4,987
+987
| +25% | +$94.8K | 0.46% | 55 |
|
|
2013
Q3 | $385K | Buy |
4,000
+193
| +5% | +$18.8K | 0.4% | 55 |
|
|
2013
Q2 | $377K | Buy |
+3,807
| New | +$381K | 0.37% | 55 |
|
Other funds holding MCD
Westover Capital Advisors's MCD Position: Q2 2026 in Review
Westover Capital Advisors reduced its McDonald's (MCD) stake by 0.5% in Q2 2026, selling an estimated $4.59K and leaving 3,211 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #106.
Westover Capital Advisors first reported a position in MCD in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.69M in Q4 2021. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Westover Capital Advisors held 3,211 shares of McDonald's worth $868K as of Q2 2026.
- Westover Capital Advisors sold 16 McDonald's shares in Q2 2026, an estimated $4.59K.
- McDonald's made up 0.14% of Westover Capital Advisors's portfolio in Q2 2026, its #106 holding.
- Westover Capital Advisors first reported a position in McDonald's in Q2 2013 and has held it in 47 quarters since.
- Westover Capital Advisors's McDonald's position peaked at $2.69M in Q4 2021.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.