Wittenberg Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249K | Hold |
800
| – | – | 0.09% | 64 |
|
|
2025
Q4 | $245K | Hold |
800
| – | – | 0.09% | 66 |
|
|
2025
Q3 | $243K | Hold |
800
| – | – | 0.1% | 63 |
|
|
2025
Q2 | $234K | Hold |
800
| – | – | 0.1% | 64 |
|
|
2025
Q1 | $250K | Sell |
800
-75
| -9% | -$22.4K | 0.11% | 59 |
|
|
2024
Q4 | $254K | Hold |
875
| – | – | 0.1% | 60 |
|
|
2024
Q3 | $266K | Hold |
875
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $223K | Hold |
875
| – | – | 0.08% | 74 |
|
|
2024
Q1 | $247K | Hold |
875
| – | – | 0.08% | 74 |
|
|
2023
Q4 | $259K | Hold |
875
| – | – | 0.09% | 72 |
|
|
2023
Q3 | $231K | Hold |
875
| – | – | 0.08% | 72 |
|
|
2023
Q2 | $261K | Sell |
875
-200
| -19% | -$58.1K | 0.09% | 72 |
|
|
2023
Q1 | $301K | Hold |
1,075
| – | – | 0.11% | 68 |
|
|
2022
Q4 | $283K | Hold |
1,075
| – | – | 0.12% | 69 |
|
|
2022
Q3 | $248K | Sell |
1,075
-200
| -16% | -$51.1K | 0.11% | 72 |
|
|
2022
Q2 | $315K | Hold |
1,275
| – | – | 0.13% | 69 |
|
|
2022
Q1 | $315K | Hold |
1,275
| – | – | 0.12% | 64 |
|
|
2021
Q4 | $342K | Hold |
1,275
| – | – | 0.12% | 63 |
|
|
2021
Q3 | $307K | Hold |
1,275
| – | – | 0.12% | 64 |
|
|
2021
Q2 | $295K | Hold |
1,275
| – | – | 0.12% | 61 |
|
|
2021
Q1 | $286K | Hold |
1,275
| – | – | 0.13% | 62 |
|
|
2020
Q4 | $274K | Hold |
1,275
| – | – | 0.13% | 59 |
|
|
2020
Q3 | $280K | Hold |
1,275
| – | – | 0.15% | 58 |
|
|
2020
Q2 | $235K | Hold |
1,275
| – | – | 0.13% | 59 |
|
|
2020
Q1 | $211K | Sell |
1,275
-218
| -15% | -$43K | 0.12% | 60 |
|
|
2019
Q4 | $295K | Hold |
1,493
| – | – | 0.11% | 61 |
|
|
2019
Q3 | $321K | Sell |
1,493
-1,188
| -44% | -$255K | 0.14% | 60 |
|
|
2019
Q2 | $557K | Hold |
2,681
| – | – | 0.24% | 53 |
|
|
2019
Q1 | $509K | Hold |
2,681
| – | – | 0.22% | 55 |
|
|
2018
Q4 | $476K | Sell |
2,681
-400
| -13% | -$70.9K | 0.22% | 55 |
|
|
2018
Q3 | $515K | Hold |
3,081
| – | – | 0.21% | 52 |
|
|
2018
Q2 | $483K | Hold |
3,081
| – | – | 0.2% | 53 |
|
|
2018
Q1 | $482K | Hold |
3,081
| – | – | 0.21% | 53 |
|
|
2017
Q4 | $530K | Hold |
3,081
| – | – | 0.23% | 50 |
|
|
2017
Q3 | $483K | Hold |
3,081
| – | – | 0.21% | 52 |
|
|
2017
Q2 | $472K | Hold |
3,081
| – | – | 0.21% | 53 |
|
|
2017
Q1 | $399K | Hold |
3,081
| – | – | 0.19% | 55 |
|
|
2016
Q4 | $375K | Buy |
+3,081
| New | +$361K | 0.17% | 60 |
|
Other funds holding MCD
VCM
VPM
DAM
Wittenberg Investment Management's MCD Position: Q1 2026 in Review
Wittenberg Investment Management held its McDonald's (MCD) position steady in Q1 2026 at 800 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #64.
Wittenberg Investment Management first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $557K in Q2 2019. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Wittenberg Investment Management held 800 shares of McDonald's worth $249K as of Q1 2026.
- Wittenberg Investment Management left its McDonald's share count unchanged in Q1 2026.
- McDonald's made up 0.09% of Wittenberg Investment Management's portfolio in Q1 2026, its #64 holding.
- Wittenberg Investment Management first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
- Wittenberg Investment Management's McDonald's position peaked at $557K in Q2 2019.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.