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Schaper Benz & Wise Investment Counsel’s McDonald's MCD Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$613K Hold
2,266
– – 0.04% 126
2026
Q1 		$704K Buy
2,266
+29
+1% +$9.24K 0.05% 115
2025
Q4 		$684K Hold
2,237
– – 0.05% 115
2025
Q3 		$680K Hold
2,237
– – 0.05% 111
2025
Q2 		$654K Hold
2,237
– – 0.05% 109
2025
Q1 		$699K Hold
2,237
– – 0.06% 106
2024
Q4 		$648K Hold
2,237
– – 0.05% 106
2024
Q3 		$681K Hold
2,237
– – 0.05% 107
2024
Q2 		$570K Sell
2,237
-4,500
-67% -$1.19M 0.05% 102
2024
Q1 		$1.9M Buy
6,737
+5,000
+288% +$1.45M 0.16% 86
2023
Q4 		$515K Hold
1,737
– – 0.05% 102
2023
Q3 		$458K Hold
1,737
– – 0.05% 104
2023
Q2 		$518K Hold
1,737
– – 0.05% 102
2023
Q1 		$486K Hold
1,737
– – 0.05% 104
2022
Q4 		$458K Hold
1,737
– – 0.05% 103
2022
Q3 		$401K Hold
1,737
– – 0.05% 108
2022
Q2 		$429K Buy
1,737
+191
+12% +$47K 0.04% 113
2022
Q1 		$382K Hold
1,546
– – 0.03% 117
2021
Q4 		$414K Hold
1,546
– – 0.03% 117
2021
Q3 		$373K Buy
1,546
+601
+64% +$143K 0.03% 105
2021
Q2 		$218K Hold
945
– – 0.02% 122
2021
Q1 		$212K Hold
945
– – 0.02% 120
2020
Q4 		$203K Hold
945
– – 0.02% 121
2020
Q3 		$207K Buy
+945
New +$194K 0.02% 109
2020
Q1 		– Sell
-1,145
Closed -$226K – 111
2019
Q4 		$226K Hold
1,145
– – 0.03% 105
2019
Q3 		$246K Buy
+1,145
New +$245K 0.03% 100

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's MCD Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel held its McDonald's (MCD) position steady in Q2 2026 at 2,266 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #126.

Schaper Benz & Wise Investment Counsel first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.9M in Q1 2024. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 2,266 shares of McDonald's worth $613K as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #126 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • Schaper Benz & Wise Investment Counsel's McDonald's position peaked at $1.9M in Q1 2024.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.