Wedgewood Investors’s McDonald's MCD Stock Holding History

Wedgewood Investors’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	$560K	Sell	1,803 -8	-0.4%	-$2.55K	0.64%	47
2025 Q4	$553K	Sell	1,811 -200	-10%	-$61.3K	0.63%	44
2025 Q3	$611K	Hold	2,011	–	–	0.67%	41
2025 Q2	$588K	Hold	2,011	–	–	0.68%	40
2025 Q1	$628K	Hold	2,011	–	–	0.75%	37
2024 Q4	$583K	Sell	2,011 -100	-5%	-$29.8K	0.69%	42
2024 Q3	$643K	Buy	2,111 +8	+0.4%	+$2.21K	0.7%	43
2024 Q2	$536K	Buy	+2,103	New	+$558K	0.64%	45
2023 Q4	$623K	Sell	2,100 -25	-1%	-$6.8K	0.77%	38
2023 Q3	$560K	Sell	2,125 -100	-4%	-$28.5K	0.76%	37
2023 Q2	$664K	Hold	2,225	–	–	0.85%	37
2023 Q1	$622K	Sell	2,225 -50	-2%	-$13.4K	0.81%	37
2022 Q4	$600K	Hold	2,275	–	–	0.79%	41
2022 Q3	$525K	Hold	2,275	–	–	0.81%	40
2022 Q2	$562K	Hold	2,275	–	–	0.79%	44
2022 Q1	$563K	Hold	2,275	–	–	0.68%	48
2021 Q4	$610K	Hold	2,275	–	–	0.72%	41
2021 Q3	$549K	Sell	2,275 -50	-2%	-$11.9K	0.71%	44
2021 Q2	$537K	Hold	2,325	–	–	0.68%	45
2021 Q1	$521K	Sell	2,325 -100	-4%	-$21.4K	0.65%	44
2020 Q4	$520K	Hold	2,425	–	–	0.68%	42
2020 Q3	$532K	Sell	2,425 -100	-4%	-$20.5K	0.79%	35
2020 Q2	$466K	Hold	2,525	–	–	0.75%	39
2020 Q1	$418K	Hold	2,525	–	–	0.81%	36
2019 Q4	$499K	Hold	2,525	–	–	0.71%	44
2019 Q3	$542K	Hold	2,525	–	–	0.81%	38
2019 Q2	$524K	Hold	2,525	–	–	0.75%	39
2019 Q1	$479K	Hold	2,525	–	–	0.74%	42
2018 Q4	$448K	Hold	2,525	–	–	0.82%	41
2018 Q3	$422K	Hold	2,525	–	–	0.67%	50
2018 Q2	$396K	Hold	2,525	–	–	0.68%	49
2018 Q1	$395K	Hold	2,525	–	–	0.34%	68
2017 Q4	$435K	Hold	2,525	–	–	0.35%	66
2017 Q3	$396K	Hold	2,525	–	–	0.33%	69
2017 Q2	$387K	Hold	2,525	–	–	0.33%	71
2017 Q1	$327K	Sell	2,525 -110	-4%	-$13.8K	0.29%	81
2016 Q4	$321K	Hold	2,635	–	–	0.3%	80
2016 Q3	$304K	Hold	2,635	–	–	0.28%	78
2016 Q2	$317K	Hold	2,635	–	–	0.3%	76
2016 Q1	$331K	Sell	2,635 -130	-5%	-$15.5K	0.33%	70
2015 Q4	$327K	Sell	2,765 -100	-3%	-$11.2K	0.33%	71
2015 Q3	$282K	Hold	2,865	–	–	0.29%	80
2015 Q2	$272K	Sell	2,865 -100	-3%	-$9.67K	0.26%	90
2015 Q1	$289K	Sell	2,965 -930	-24%	-$88.2K	0.28%	90
2014 Q4	$365K	Buy	3,895 +630	+19%	+$59K	0.36%	71
2014 Q3	$310K	Hold	3,265	–	–	0.32%	77
2014 Q2	$329K	Sell	3,265 -100	-3%	-$10.1K	0.34%	75
2014 Q1	$330K	Sell	3,365 -100	-3%	-$9.56K	0.36%	72
2013 Q4	$336K	Sell	3,465 -200	-5%	-$19.2K	0.38%	70
2013 Q3	$353K	Sell	3,665 -189	-5%	-$18.5K	0.42%	68
2013 Q2	$382K	Buy	+3,854	New	+$386K	0.49%	60

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

Wedgewood Investors's MCD Position: Q1 2026 in Review

Wedgewood Investors reduced its McDonald's (MCD) stake by 0.44% in Q1 2026, selling an estimated $2.55K and leaving 1,803 shares worth $560K. The position accounts for 0.64% of the portfolio, ranked #47.

Wedgewood Investors first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $664K in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Wedgewood Investors held 1,803 shares of McDonald's worth $560K as of Q1 2026.
Wedgewood Investors sold 8 McDonald's shares in Q1 2026, an estimated $2.55K.
McDonald's made up 0.64% of Wedgewood Investors's portfolio in Q1 2026, its #47 holding.
Wedgewood Investors first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
Wedgewood Investors's McDonald's position peaked at $664K in Q2 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.