Newman Dignan & Sheerar Inc’s McDonald's MCD Stock Holding History

Newman Dignan & Sheerar Inc’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	$1.28M	Sell	4,743 -45	-0.9%	-$12.9K	0.25%	71
2026 Q1	$1.49M	Buy	4,788 +36	+0.8%	+$11.5K	0.31%	60
2025 Q4	$1.45M	Sell	4,752 -25	-0.5%	-$7.66K	0.3%	64
2025 Q3	$1.45M	Sell	4,777 -247	-5%	-$75.2K	0.31%	65
2025 Q2	$1.47M	Sell	5,024 -20	-0.4%	-$6.17K	0.34%	63
2025 Q1	$1.58M	Buy	5,044 +1	+0%	+$299	0.43%	56
2024 Q4	$1.46M	Hold	5,043	–	–	0.37%	63
2024 Q3	$1.5M	Buy	5,043 +1	+0%	+$276	0.36%	63
2024 Q2	$1.28M	Sell	5,042 -159	-3%	-$42.2K	0.33%	71
2024 Q1	$1.47M	Sell	5,201 -444	-8%	-$129K	0.39%	68
2023 Q4	$1.67M	Sell	5,645 -184	-3%	-$50.1K	0.51%	58
2023 Q3	$1.54M	Sell	5,829 -100	-2%	-$28.5K	0.5%	51
2023 Q2	$1.77M	Buy	5,929 +1	+0%	+$291	0.55%	52
2023 Q1	$1.66M	Sell	5,928 -79	-1%	-$21.2K	0.53%	56
2022 Q4	$1.58M	Buy	6,007 +46	+0.8%	+$12.1K	0.52%	58
2022 Q3	$1.38K	Hold	5,961	–	–	0.22%	62
2022 Q2	$1.47M	Sell	5,961 -95	-2%	-$23.4K	0.5%	64
2022 Q1	$1.5K	Sell	6,056 -141	-2%	-$35.1K	0.29%	60
2021 Q4	$1.66M	Buy	6,197 +4	+0.1%	+$1.01K	0.5%	56
2021 Q3	$1.49M	Hold	6,193	–	–	0.43%	55
2021 Q2	$1.43M	Sell	6,193 -216	-3%	-$50.3K	0.48%	54
2021 Q1	$1.44M	Buy	6,409 +125	+2%	+$26.7K	0.52%	55
2020 Q4	$1.35K	Buy	6,284 +1	+0%	+$217	0.22%	55
2020 Q3	$1.38M	Sell	6,283 -19	-0.3%	-$3.9K	0.58%	48
2020 Q2	$1.23M	Buy	6,302 +1	+0%	+$183	0.53%	52
2020 Q1	$1.12M	Sell	6,301 -354	-5%	-$69.7K	0.59%	44
2019 Q4	$1.31K	Buy	6,655 +1	+0%	+$198	0.14%	52
2019 Q3	$1.43M	Sell	6,654 -157	-2%	-$33.7K	0.67%	40
2019 Q2	$1.41K	Buy	6,811 +91	+1%	+$18K	0.04%	40
2019 Q1	$1.28M	Sell	6,720 -224	-3%	-$40.7K	0.51%	48
2018 Q4	$1.23K	Sell	6,944 -78	-1%	-$13.8K	0.1%	53
2018 Q3	$1.17M	Buy	7,022 +130	+2%	+$20.8K	0.51%	54
2018 Q2	$1.08K	Buy	6,892 +501	+8%	+$81.2K	0.07%	51
2018 Q1	$1.03M	Buy	6,391 +226	+4%	+$37.2K	0.52%	53
2017 Q4	$1.06M	Sell	6,165 -344	-5%	-$57.8K	0.53%	54
2017 Q3	$1.02M	Sell	6,509 -179	-3%	-$28.1K	0.54%	54
2017 Q2	$1.02M	Buy	6,688 +1	+0%	+$145	0.57%	51
2017 Q1	$867	Sell	6,687 -174	-3%	-$21.8K	0.38%	62
2016 Q4	$835K	Buy	6,861 +246	+4%	+$28.8K	0.51%	60
2016 Q3	$763K	Sell	6,615 -224	-3%	-$26.5K	0.48%	61
2016 Q2	$823K	Sell	6,839 -199	-3%	-$24.9K	0.51%	56
2016 Q1	$885K	Buy	7,038 +175	+3%	+$20.9K	0.64%	43
2015 Q4	$811K	Buy	6,863 +1	+0%	+$112	0.57%	47
2015 Q3	$676K	Sell	6,862 -99	-1%	-$9.64K	0.43%	56
2015 Q2	$662K	Sell	6,961 -424	-6%	-$41K	0.48%	59
2015 Q1	$720K	Sell	7,385 -617	-8%	-$58.5K	0.51%	57
2014 Q4	$750	Sell	8,002 -165	-2%	-$15.4K	0.45%	58
2014 Q3	$774K	Sell	8,167 -2,399	-23%	-$229K	0.58%	57
2014 Q2	$1.06K	Sell	10,566 -20	-0.2%	-$2.02K	0.61%	46
2014 Q1	$1.04M	Sell	10,586 -2,956	-22%	-$283K	0.74%	43
2013 Q4	$1.31K	Sell	13,542 -907	-6%	-$87.1K	0.06%	29
2013 Q3	$1.39M	Buy	14,449 +51	+0.4%	+$4.98K	1.08%	23
2013 Q2	$1.43K	Buy	+14,398	New	+$1.44M	0.11%	25

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Newman Dignan & Sheerar Inc's MCD Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its McDonald's (MCD) stake by 0.94% in Q2 2026, selling an estimated $12.9K and leaving 4,743 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #71.

Newman Dignan & Sheerar Inc first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.77M in Q2 2023. 1,003 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Newman Dignan & Sheerar Inc held 4,743 shares of McDonald's worth $1.28M as of Q2 2026.
Newman Dignan & Sheerar Inc sold 45 McDonald's shares in Q2 2026, an estimated $12.9K.
McDonald's made up 0.25% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #71 holding.
Newman Dignan & Sheerar Inc first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Newman Dignan & Sheerar Inc's McDonald's position peaked at $1.77M in Q2 2023.
1,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.