Schear Investment Advisers’s McDonald's MCD Stock Holding History

Schear Investment Advisers’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 Q1	$716K	Sell	2,304 -29	-1%	-$9.24K	0.32%	63
2025 Q4	$713K	Sell	2,333 -165	-7%	-$50.5K	0.31%	65
2025 Q3	$759K	Sell	2,498 -20	-0.8%	-$6.09K	0.34%	70
2025 Q2	$736K	Buy	2,518 +44	+2%	+$13.6K	0.36%	69
2025 Q1	$773K	Sell	2,474 -7	-0.3%	-$2.09K	0.45%	64
2024 Q4	$719K	Sell	2,481 -13	-0.5%	-$3.88K	0.38%	65
2024 Q3	$759K	Buy	2,494 +52	+2%	+$14.3K	0.47%	66
2024 Q2	$622K	Sell	2,442 -57	-2%	-$15.1K	0.45%	65
2024 Q1	$705K	Buy	2,499 +268	+12%	+$77.9K	0.57%	61
2023 Q4	$662K	Sell	2,231 -6	-0.3%	-$1.63K	0.64%	46
2023 Q3	$589K	Hold	2,237	–	–	0.64%	48
2023 Q2	$668K	Sell	2,237 -73	-3%	-$21.2K	0.71%	48
2023 Q1	$646K	Sell	2,310 -22	-0.9%	-$5.89K	0.77%	48
2022 Q4	$615K	Buy	+2,332	New	+$615K	0.76%	50

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Schear Investment Advisers's MCD Position: Q1 2026 in Review

Schear Investment Advisers reduced its McDonald's (MCD) stake by 1.2% in Q1 2026, selling an estimated $9.24K and leaving 2,304 shares worth $716K. The position accounts for 0.32% of the portfolio, ranked #63.

Schear Investment Advisers first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $773K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Schear Investment Advisers held 2,304 shares of McDonald's worth $716K as of Q1 2026.
Schear Investment Advisers sold 29 McDonald's shares in Q1 2026, an estimated $9.24K.
McDonald's made up 0.32% of Schear Investment Advisers's portfolio in Q1 2026, its #63 holding.
Schear Investment Advisers first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's McDonald's position peaked at $773K in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.