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Shoker Investment Counsel’s McDonald's MCD Stock Holding History

Shoker 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
Q1 		$2.89M Sell
9,311
-640
-6% -$204K 0.86% 32
2025
Q4 		$3.04M Sell
9,951
-153
-2% -$46.9K 0.89% 32
2025
Q3 		$3.07M Sell
10,104
-51
-0.5% -$15.5K 0.91% 31
2025
Q2 		$2.97M Sell
10,155
-212
-2% -$65.4K 0.93% 31
2025
Q1 		$3.24M Buy
10,367
+186
+2% +$55.6K 1.09% 27
2024
Q4 		$2.95M Sell
10,181
-15
-0.1% -$4.47K 1% 32
2024
Q3 		$3.11M Sell
10,196
-303
-3% -$83.5K 1.04% 32
2024
Q2 		$2.68M Buy
10,499
+341
+3% +$90.5K 0.94% 34
2024
Q1 		$2.85M Buy
10,158
+47
+0.5% +$13.7K 1.02% 30
2023
Q4 		$3M Buy
10,111
+43
+0.4% +$11.7K 1.16% 26
2023
Q3 		$2.65M Sell
10,068
-99
-1% -$28.2K 1.15% 26
2023
Q2 		$3.03M Buy
10,167
+22
+0.2% +$6.39K 1.27% 24
2023
Q1 		$2.84M Sell
10,145
-3
-0% -$804 1.24% 27
2022
Q4 		$2.67M Buy
10,148
+80
+0.8% +$21.1K 1.2% 25
2022
Q3 		$2.32M Buy
10,068
+434
+5% +$111K 1.22% 28
2022
Q2 		$2.38M Buy
9,634
+371
+4% +$91.4K 1.26% 31
2022
Q1 		$2.29M Buy
9,263
+67
+0.7% +$16.7K 1.14% 30
2021
Q4 		$2.46M Sell
9,196
-141
-2% -$35.6K 1.13% 26
2021
Q3 		$2.25M Buy
9,337
+16
+0.2% +$3.82K 1.12% 26
2021
Q2 		$2.15M Buy
9,321
+223
+2% +$51.9K 1.07% 28
2021
Q1 		$2.04M Sell
9,098
-198
-2% -$42.3K 1.07% 27
2020
Q4 		$1.99M Buy
9,296
+99
+1% +$21.5K 1.12% 28
2020
Q3 		$2.02M Buy
9,197
+40
+0.4% +$8.21K 1.32% 23
2020
Q2 		$1.69M Buy
9,157
+46
+0.5% +$8.44K 1.18% 29
2020
Q1 		$1.51M Buy
9,111
+597
+7% +$118K 1.27% 26
2019
Q4 		$1.68M Buy
8,514
+211
+3% +$41.9K 1.12% 28
2019
Q3 		$1.78M Buy
8,303
+29
+0.4% +$6.22K 1.28% 27
2019
Q2 		$1.72M Buy
8,274
+78
+1% +$15.4K 1.25% 28
2019
Q1 		$1.56M Buy
8,196
+64
+0.8% +$11.6K 1.15% 29
2018
Q4 		$1.44M Sell
8,132
-64
-0.8% -$11.3K 1.21% 24
2018
Q3 		$1.37M Sell
8,196
-117
-1% -$18.8K 0.99% 30
2018
Q2 		$1.3M Sell
8,313
-663
-7% -$108K 0.97% 30
2018
Q1 		$1.4M Sell
8,976
-21
-0.2% -$3.46K 1.07% 29
2017
Q4 		$1.55M Sell
8,997
-577
-6% -$96.9K 1.12% 27
2017
Q3 		$1.5M Sell
9,574
-232
-2% -$36.4K 1.14% 25
2017
Q2 		$1.5M Buy
9,806
+134
+1% +$19.4K 1.18% 26
2017
Q1 		$1.25M Sell
9,672
-112
-1% -$14.1K 1.05% 31
2016
Q4 		$1.19M Buy
9,784
+93
+1% +$10.9K 0.98% 34
2016
Q3 		$1.12M Sell
9,691
-467
-5% -$55.3K 0.95% 34
2016
Q2 		$1.22M Sell
10,158
-253
-2% -$31.7K 1.09% 31
2016
Q1 		$1.31M Buy
10,411
+137
+1% +$16.4K 1.23% 25
2015
Q4 		$1.21M Buy
10,274
+260
+3% +$29.1K 1.21% 26
2015
Q3 		$986K Sell
10,014
-129
-1% -$12.6K 1.04% 31
2015
Q2 		$964K Sell
10,143
-92
-0.9% -$8.9K 0.91% 36
2015
Q1 		$997K Buy
10,235
+492
+5% +$46.7K 0.95% 36
2014
Q4 		$912K Buy
9,743
+80
+0.8% +$7.49K 0.84% 40
2014
Q3 		$916K Buy
9,663
+305
+3% +$29.1K 0.85% 41
2014
Q2 		$942K Buy
9,358
+163
+2% +$16.5K 0.84% 40
2014
Q1 		$901K Sell
9,195
-284
-3% -$27.2K 0.85% 43
2013
Q4 		$920K Buy
+9,479
New +$911K 0.85% 41

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 $137B AUM 18.02% 1-Year Est. Return

Shoker Investment Counsel's MCD Position: Q1 2026 in Review

Shoker Investment Counsel reduced its McDonald's (MCD) stake by 6.4% in Q1 2026, selling an estimated $204K and leaving 9,311 shares worth $2.89M. The position accounts for 0.86% of the portfolio, ranked #32.

Shoker Investment Counsel first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.24M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Shoker Investment Counsel held 9,311 shares of McDonald's worth $2.89M as of Q1 2026.
  • Shoker Investment Counsel sold 640 McDonald's shares in Q1 2026, an estimated $204K.
  • McDonald's made up 0.86% of Shoker Investment Counsel's portfolio in Q1 2026, its #32 holding.
  • Shoker Investment Counsel first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • Shoker Investment Counsel's McDonald's position peaked at $3.24M in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.