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Schwarz Dygos Wheeler Investment Advisors’s McDonald's MCD Stock Holding History

Schwarz Dygos Wheeler 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
2026
Q1 		$2.72M Sell
8,741
-245
-3% -$78.1K 0.56% 38
2025
Q4 		$2.75M Buy
8,986
+48
+0.5% +$14.7K 0.57% 36
2025
Q3 		$2.72M Sell
8,938
-199
-2% -$60.6K 0.58% 38
2025
Q2 		$2.67M Buy
9,137
+2
+0% +$617 0.61% 39
2025
Q1 		$2.85M Sell
9,135
-78
-0.8% -$23.3K 0.68% 33
2024
Q4 		$2.67M Buy
9,213
+176
+2% +$52.5K 0.66% 33
2024
Q3 		$2.75M Sell
9,037
-134
-1% -$36.9K 0.69% 32
2024
Q2 		$2.34M Sell
9,171
-115
-1% -$30.5K 0.63% 36
2024
Q1 		$2.62M Sell
9,286
-58
-0.6% -$16.9K 0.73% 33
2023
Q4 		$2.77M Hold
9,344
– – 0.85% 26
2023
Q3 		$2.46M Buy
9,344
+100
+1% +$28.5K 0.83% 27
2023
Q2 		$2.76M Sell
9,244
-227
-2% -$66K 0.91% 26
2023
Q1 		$2.65M Buy
9,471
+82
+0.9% +$22K 0.96% 28
2022
Q4 		$2.47M Buy
9,389
+1
+0% +$264 0.97% 30
2022
Q3 		$2.17M Sell
9,388
-140
-1% -$35.8K 0.96% 27
2022
Q2 		$2.35M Sell
9,528
-187
-2% -$46.1K 0.94% 28
2022
Q1 		$2.4M Sell
9,715
-149
-2% -$37.1K 0.81% 34
2021
Q4 		$2.64M Buy
9,864
+214
+2% +$54K 0.9% 31
2021
Q3 		$2.33M Buy
9,650
+23
+0.2% +$5.49K 0.85% 36
2021
Q2 		$2.22M Buy
9,627
+272
+3% +$63.3K 0.81% 39
2021
Q1 		$2.1M Buy
9,355
+489
+6% +$105K 0.87% 37
2020
Q4 		$1.9M Buy
8,866
+154
+2% +$33.5K 0.91% 29
2020
Q3 		$1.91M Sell
8,712
-50
-0.6% -$10.3K 1.08% 28
2020
Q2 		$1.62M Sell
8,762
-177
-2% -$32.5K 1.06% 25
2020
Q1 		$1.48M Sell
8,939
-75
-0.8% -$14.8K 1.25% 21
2019
Q4 		$1.78M Buy
9,014
+217
+2% +$43K 1.22% 21
2019
Q3 		$1.89M Sell
8,797
-160
-2% -$34.3K 1.5% 19
2019
Q2 		$1.86M Hold
8,957
– – 1.53% 18
2019
Q1 		$1.7M Sell
8,957
-842
-9% -$153K 1.46% 21
2018
Q4 		$1.74M Buy
+9,799
New +$1.74M 1.88% 15

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MCD Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its McDonald's (MCD) stake by 2.7% in Q1 2026, selling an estimated $78.1K and leaving 8,741 shares worth $2.72M. The position accounts for 0.56% of the portfolio, ranked #38.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.85M in Q1 2025. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 8,741 shares of McDonald's worth $2.72M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 245 McDonald's shares in Q1 2026, an estimated $78.1K.
  • McDonald's made up 0.56% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's McDonald's position peaked at $2.85M in Q1 2025.
  • 3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.