Charles Schwab’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
Q2
$1.68B Buy
6,201,372
+620,278
+11% +$178M 0.22% 80
2026
Q1
$1.74B Buy
5,581,094
+126,037
+2% +$40.2M 0.27% 62
2025
Q4
$1.67B Buy
5,455,057
+34,484
+0.6% +$10.6M 0.26% 63
2025
Q3
$1.65B Buy
5,420,573
+16,436
+0.3% +$5M 0.26% 59
2025
Q2
$1.58B Sell
5,404,137
-285,243
-5% -$87.9M 0.27% 58
2025
Q1
$1.78B Sell
5,689,380
-4,822
-0.1% -$1.44M 0.33% 47
2024
Q4
$1.65B Buy
5,694,202
+129,843
+2% +$38.7M 0.3% 51
2024
Q3
$1.69B Buy
5,564,359
+49,106
+0.9% +$13.5M 0.32% 49
2024
Q2
$1.41B Buy
5,515,253
+50,002
+0.9% +$13.3M 0.27% 67
2024
Q1
$1.52B Buy
5,465,251
+39,577
+0.7% +$11.5M 0.35% 47
2023
Q4
$1.59B Buy
5,425,674
+35,639
+0.7% +$9.7M 0.4% 41
2023
Q3
$1.4B Buy
5,390,035
+237,532
+5% +$67.7M 0.4% 43
2023
Q2
$1.52B Sell
5,152,503
-46,028
-0.9% -$13.4M 0.43% 38
2023
Q1
$1.44B Sell
5,198,531
-30,975
-0.6% -$8.3M 0.44% 38
2022
Q4
$1.36B Buy
5,229,506
+45,702
+0.9% +$12.1M 0.44% 40
2022
Q3
$1.2B Buy
5,183,804
+82,860
+2% +$21.2M 0.43% 39
2022
Q2
$1.26B Sell
5,100,944
-16,587
-0.3% -$4.09M 0.44% 37
2022
Q1
$1.27B Buy
5,117,531
+108,282
+2% +$27M 0.38% 42
2021
Q4
$1.34B Buy
5,009,249
+86,884
+2% +$21.9M 0.4% 43
2021
Q3
$1.19B Buy
4,922,365
+87,538
+2% +$20.9M 0.39% 47
2021
Q2
$1.12B Buy
4,834,827
+88,230
+2% +$20.5M 0.37% 51
2021
Q1
$1.06B Buy
4,746,597
+43,383
+0.9% +$9.28M 0.39% 47
2020
Q4
$1.01B Buy
4,703,214
+344,384
+8% +$74.9M 0.4% 45
2020
Q3
$957M Sell
4,358,830
-170,894
-4% -$35.1M 0.44% 44
2020
Q2
$836M Buy
4,529,724
+1,144,343
+34% +$210M 0.41% 48
2020
Q1
$560M Buy
3,385,381
+40,230
+1% +$7.93M 0.33% 59
2019
Q4
$661M Buy
3,345,151
+16,215
+0.5% +$3.22M 0.36% 46
2019
Q3
$715M Sell
3,328,936
-22,874
-0.7% -$4.9M 0.42% 38
2019
Q2
$696M Buy
3,351,810
+13,712
+0.4% +$2.72M 0.42% 37
2019
Q1
$634M Buy
3,338,098
+153,724
+5% +$27.9M 0.41% 37
2018
Q4
$565M Buy
3,184,374
+83,302
+3% +$14.8M 0.43% 41
2018
Q3
$519M Buy
3,101,072
+113,518
+4% +$18.2M 0.35% 50
2018
Q2
$468M Buy
2,987,554
+33,887
+1% +$5.49M 0.34% 49
2018
Q1
$462M Sell
2,953,667
-1,280,582
-30% -$211M 0.36% 47
2017
Q4
$729M Buy
4,234,249
+127,357
+3% +$21.4M 0.58% 30
2017
Q3
$643M Buy
4,106,892
+96,945
+2% +$15.2M 0.56% 31
2017
Q2
$614M Buy
4,009,947
+127,840
+3% +$18.5M 0.58% 31
2017
Q1
$503M Buy
3,882,107
+174,209
+5% +$21.9M 0.5% 35
2016
Q4
$451M Buy
3,707,898
+2,532
+0.1% +$297K 0.49% 33
2016
Q3
$427M Buy
3,705,366
+109,089
+3% +$12.9M 0.5% 37
2016
Q2
$433M Buy
3,596,277
+123,479
+4% +$15.5M 0.54% 33
2016
Q1
$436M Buy
3,472,798
+180,353
+5% +$21.6M 0.57% 32
2015
Q4
$389M Buy
3,292,445
+137,484
+4% +$15.4M 0.52% 35
2015
Q3
$311M Sell
3,154,961
-37,350
-1% -$3.64M 0.46% 37
2015
Q2
$303M Buy
3,192,311
+15,376
+0.5% +$1.49M 0.42% 44
2015
Q1
$310M Buy
3,176,935
+154,733
+5% +$14.7M 0.44% 41
2014
Q4
$283M Buy
3,022,202
+188,004
+7% +$17.6M 0.42% 41
2014
Q3
$269M Buy
2,834,198
+123,624
+5% +$11.8M 0.44% 39
2014
Q2
$273M Buy
2,710,574
+125,270
+5% +$12.6M 0.46% 36
2014
Q1
$253M Buy
2,585,304
+43,299
+2% +$4.14M 0.45% 40
2013
Q4
$247M Buy
2,542,005
+112,289
+5% +$10.8M 0.47% 38
2013
Q3
$234M Buy
2,429,716
+108,549
+5% +$10.6M 0.48% 35
2013
Q2
$232M Buy
+2,321,167
New +$232M 0.52% 30

Other funds holding MCD

Charles Schwab's MCD Position: Q2 2026 in Review

Charles Schwab increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $178M and bringing the position to 6,201,372 shares worth $1.68B. The position accounts for 0.22% of the portfolio, ranked #80.

Charles Schwab first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.78B in Q1 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Charles Schwab held 6,201,372 shares of McDonald's worth $1.68B as of Q2 2026.
  • Charles Schwab bought 620,278 McDonald's shares in Q2 2026, an estimated $178M.
  • McDonald's made up 0.22% of Charles Schwab's portfolio in Q2 2026, its #80 holding.
  • Charles Schwab first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's McDonald's position peaked at $1.78B in Q1 2025.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.