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Schechter Investment Advisors’s McDonald's MCD Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.96M Sell
6,286
-782
-11% -$234K 0.16% 123
2024
Q4 		$2.05M Sell
7,068
-128
-2% -$38.2K 0.16% 124
2024
Q3 		$2.19M Buy
7,196
+322
+5% +$88.8K 0.16% 120
2024
Q2 		$1.75M Sell
6,874
-457
-6% -$121K 0.13% 142
2024
Q1 		$2.07M Sell
7,331
-12
-0.2% -$3.49K 0.15% 117
2023
Q4 		$2.18M Buy
7,343
+14
+0.2% +$3.81K 0.19% 103
2023
Q3 		$1.93M Sell
7,329
-36
-0.5% -$10.3K 0.19% 104
2023
Q2 		$2.2M Buy
7,365
+70
+1% +$20.3K 0.2% 99
2023
Q1 		$2.04M Sell
7,295
-633
-8% -$170K 0.19% 103
2022
Q4 		$2.09M Buy
7,928
+299
+4% +$78.9K 0.19% 112
2022
Q3 		$1.76M Sell
7,629
-850
-10% -$217K 0.17% 120
2022
Q2 		$2.09M Buy
8,479
+1,028
+14% +$253K 0.2% 90
2022
Q1 		$1.84M Buy
7,451
+137
+2% +$34.1K 0.17% 117
2021
Q4 		$1.96M Buy
+7,314
New +$1.85M 0.18% 121

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's MCD Position: Q1 2025 in Review

Schechter Investment Advisors reduced its McDonald's (MCD) stake by 11% in Q1 2025, selling an estimated $234K and leaving 6,286 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #123.

Schechter Investment Advisors first reported a position in MCD in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.2M in Q2 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Schechter Investment Advisors held 6,286 shares of McDonald's worth $1.96M as of Q1 2025.
  • Schechter Investment Advisors sold 782 McDonald's shares in Q1 2025, an estimated $234K.
  • McDonald's made up 0.16% of Schechter Investment Advisors's portfolio in Q1 2025, its #123 holding.
  • Schechter Investment Advisors first reported a position in McDonald's in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's McDonald's position peaked at $2.2M in Q2 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.