Westside Investment Management’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 | $372K | Buy |
1,375
+61
| +5% | +$17.5K | 0.05% | 229 |
|
|
2026
Q1 | $407K | Buy |
1,314
+53
| +4% | +$16.9K | 0.06% | 212 |
|
|
2025
Q4 | $385K | Sell |
1,261
-85
| -6% | -$26K | 0.06% | 204 |
|
|
2025
Q3 | $408K | Buy |
1,346
+223
| +20% | +$67.9K | 0.07% | 201 |
|
|
2025
Q2 | $329K | Buy |
1,123
+125
| +13% | +$38.5K | 0.06% | 203 |
|
|
2025
Q1 | $312K | Hold |
998
| – | – | 0.07% | 192 |
|
|
2024
Q4 | $289K | Buy |
998
+380
| +61% | +$113K | 0.06% | 191 |
|
|
2024
Q3 | $187K | Sell |
618
-19
| -3% | -$5.24K | 0.04% | 247 |
|
|
2024
Q2 | $162K | Buy |
637
+23
| +4% | +$6.1K | 0.04% | 250 |
|
|
2024
Q1 | $173K | Hold |
614
| – | – | 0.04% | 244 |
|
|
2023
Q4 | $182K | Hold |
614
| – | – | 0.05% | 219 |
|
|
2023
Q3 | $162K | Hold |
614
| – | – | 0.05% | 222 |
|
|
2023
Q2 | $183K | Hold |
614
| – | – | 0.05% | 217 |
|
|
2023
Q1 | $172K | Hold |
614
| – | – | 0.05% | 222 |
|
|
2022
Q4 | $161 | Hold |
614
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $141 | Buy |
614
+224
| +57% | +$57.3K | ﹤0.01% | 336 |
|
|
2022
Q2 | $96 | Hold |
390
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $96 | Hold |
390
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $104 | Hold |
390
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $94 | Buy |
390
+19
| +5% | +$4.54K | ﹤0.01% | 347 |
|
|
2021
Q2 | $85 | Buy |
371
+47
| +15% | +$10.9K | ﹤0.01% | 349 |
|
|
2021
Q1 | $72 | Sell |
324
-100
| -24% | -$21.4K | ﹤0.01% | 349 |
|
|
2020
Q4 | $21.5K | Hold |
424
| – | – | 0.06% | 130 |
|
|
2020
Q3 | $22K | Hold |
424
| – | – | 0.01% | 123 |
|
|
2020
Q2 | $18.5K | Hold |
424
| – | – | 0.01% | 114 |
|
|
2020
Q1 | $16.6K | Buy |
+424
| New | +$83.5K | 0.01% | 127 |
|
|
2019
Q2 | $34 | Buy |
+164
| New | +$32.5K | ﹤0.01% | 357 |
|
|
2018
Q4 | $66.6K | Sell |
375
-100
| -21% | -$17.7K | 0.02% | 258 |
|
|
2018
Q3 | $75.8K | Buy |
475
+200
| +73% | +$32.1K | 0.02% | 228 |
|
|
2018
Q2 | $43.1K | Hold |
275
| – | – | 0.02% | 311 |
|
|
2018
Q1 | $43.4K | Sell |
275
-100
| -27% | -$16.5K | 0.02% | 296 |
|
|
2017
Q4 | $65.2K | Sell |
375
-15
| -4% | -$2.52K | 0.04% | 255 |
|
|
2017
Q3 | $62.4K | Hold |
390
| – | – | 0.04% | 253 |
|
|
2017
Q2 | $60.7K | Hold |
390
| – | – | 0.04% | 248 |
|
|
2017
Q1 | $50.9K | Buy |
390
+150
| +63% | +$18.8K | 0.02% | 259 |
|
|
2016
Q4 | $29K | Buy |
+240
| New | +$28.1K | 0.02% | 236 |
|
Other funds holding MCD
Westside Investment Management's MCD Position: Q2 2026 in Review
Westside Investment Management increased its McDonald's (MCD) stake by 4.6% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,375 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #229.
Westside Investment Management first reported a position in MCD in Q4 2016 and has held it in 36 quarters since. The position peaked at $408K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Westside Investment Management held 1,375 shares of McDonald's worth $372K as of Q2 2026.
- Westside Investment Management bought 61 McDonald's shares in Q2 2026, an estimated $17.5K.
- McDonald's made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #229 holding.
- Westside Investment Management first reported a position in McDonald's in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's McDonald's position peaked at $408K in Q3 2025.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.