Weik Capital Management’s McDonald's MCD Stock Holding History

Weik Capital Management’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	$1.36M	Sell	4,392 -100	-2%	-$31.9K	0.54%	40
2025 Q4	$1.37M	Buy	4,492 +22	+0.5%	+$6.74K	0.51%	39
2025 Q3	$1.36M	Sell	4,470 -15	-0.3%	-$4.57K	0.51%	40
2025 Q2	$1.31M	Sell	4,485 -40	-0.9%	-$12.3K	0.52%	40
2025 Q1	$1.41M	Sell	4,525 -10	-0.2%	-$2.99K	0.58%	35
2024 Q4	$1.31M	Sell	4,535 -10	-0.2%	-$2.98K	0.53%	37
2024 Q3	$1.38M	Sell	4,545 -50	-1%	-$13.8K	0.56%	40
2024 Q2	$1.17M	Buy	4,595 +220	+5%	+$58.4K	0.5%	41
2024 Q1	$1.23M	Sell	4,375 -85	-2%	-$24.7K	0.52%	43
2023 Q4	$1.32M	Hold	4,460	–	–	0.61%	42
2023 Q3	$1.17M	Hold	4,460	–	–	0.58%	39
2023 Q2	$1.33M	Sell	4,460 -640	-13%	-$186K	0.63%	40
2023 Q1	$1.43M	Sell	5,100 -50	-1%	-$13.4K	0.65%	41
2022 Q4	$1.36M	Sell	5,150 -80	-2%	-$21.1K	0.63%	43
2022 Q3	$1.21M	Sell	5,230 -200	-4%	-$51.1K	0.6%	43
2022 Q2	$1.34M	Buy	5,430 +30	+0.6%	+$7.39K	0.61%	44
2022 Q1	$1.33M	Buy	5,400 +110	+2%	+$27.4K	0.53%	47
2021 Q4	$1.42M	Buy	5,290 +15	+0.3%	+$3.79K	0.54%	47
2021 Q3	$1.27M	Buy	5,275 +90	+2%	+$21.5K	0.53%	46
2021 Q2	$1.2M	Sell	5,185 -115	-2%	-$26.8K	0.47%	47
2021 Q1	$1.19M	Buy	5,300 +430	+9%	+$92K	0.5%	47
2020 Q4	$1.04M	Hold	4,870	–	–	0.47%	51
2020 Q3	$1.07M	Hold	4,870	–	–	0.52%	47
2020 Q2	$898K	Sell	4,870 -70	-1%	-$12.8K	0.48%	48
2020 Q1	$817K	Sell	4,940 -150	-3%	-$29.6K	0.47%	49
2019 Q4	$1.01M	Sell	5,090 -10	-0.2%	-$1.98K	0.45%	54
2019 Q3	$1.09M	Sell	5,100 -20	-0.4%	-$4.29K	0.53%	49
2019 Q2	$1.06M	Sell	5,120 -225	-4%	-$44.6K	0.51%	49
2019 Q1	$1.01M	Hold	5,345	–	–	0.5%	50
2018 Q4	$949K	Hold	5,345	–	–	0.52%	48
2018 Q3	$894K	Sell	5,345 -600	-10%	-$96.2K	0.43%	56
2018 Q2	$932K	Sell	5,945 -615	-9%	-$99.7K	0.46%	54
2018 Q1	$1.03M	Sell	6,560 -190	-3%	-$31.3K	0.49%	54
2017 Q4	$1.16M	Sell	6,750 -115	-2%	-$19.3K	0.54%	51
2017 Q3	$1.08M	Hold	6,865	–	–	0.51%	53
2017 Q2	$1.05M	Sell	6,865 -15	-0.2%	-$2.17K	0.55%	49
2017 Q1	$892K	Sell	6,880 -60	-0.9%	-$7.53K	0.47%	58
2016 Q4	$845K	Sell	6,940 -525	-7%	-$61.6K	0.47%	56
2016 Q3	$861K	Buy	7,465 +125	+2%	+$14.8K	0.5%	51
2016 Q2	$883K	Sell	7,340 -45	-0.6%	-$5.64K	0.53%	48
2016 Q1	$928K	Sell	7,385 -650	-8%	-$77.7K	0.56%	45
2015 Q4	$949K	Sell	8,035 -300	-4%	-$33.5K	0.57%	49
2015 Q3	$821K	Hold	8,335	–	–	0.5%	48
2015 Q2	$792K	Hold	8,335	–	–	0.46%	55
2015 Q1	$812K	Buy	8,335 +25	+0.3%	+$2.37K	0.47%	52
2014 Q4	$779K	Buy	8,310 +375	+5%	+$35.1K	0.45%	52
2014 Q3	$752K	Buy	7,935 +475	+6%	+$45.3K	0.46%	49
2014 Q2	$752K	Hold	7,460	–	–	0.46%	46
2014 Q1	$731K	Sell	7,460 -510	-6%	-$48.8K	0.46%	46
2013 Q4	$773K	Buy	7,970 +1,985	+33%	+$191K	0.48%	45
2013 Q3	$576K	Hold	5,985	–	–	0.39%	55
2013 Q2	$593K	Buy	+5,985	New	+$599K	0.42%	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 $147M AUM 25.76% 1-Year Est. Return

Weik Capital Management's MCD Position: Q1 2026 in Review

Weik Capital Management reduced its McDonald's (MCD) stake by 2.2% in Q1 2026, selling an estimated $31.9K and leaving 4,392 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #40.

Weik Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q1 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Weik Capital Management held 4,392 shares of McDonald's worth $1.36M as of Q1 2026.
Weik Capital Management sold 100 McDonald's shares in Q1 2026, an estimated $31.9K.
McDonald's made up 0.54% of Weik Capital Management's portfolio in Q1 2026, its #40 holding.
Weik Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Weik Capital Management's McDonald's position peaked at $1.43M in Q1 2023.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Weik Capital Management's 13F filing for Q1 2026, filed 12 May 2026.