Jacobson & Schmitt Advisors’s McDonald's MCD Stock Holding History

Jacobson & Schmitt Advisors’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 Q2	–	Sell	-666	Closed	-$207K	–	84
2026 Q1	$207K	Hold	666	–	–	0.04%	78
2025 Q4	$204K	Sell	666 -578	-46%	-$177K	0.03%	71
2025 Q3	$378K	Buy	1,244 +491	+65%	+$149K	0.06%	65
2025 Q2	$220K	Buy	+753	New	+$232K	0.04%	68
2025 Q1	–	Sell	-840	Closed	-$244K	–	66
2024 Q4	$244K	Buy	840 +40	+5%	+$11.9K	0.05%	69
2024 Q3	$244K	Sell	800 -15	-2%	-$4.13K	0.05%	65
2024 Q2	$208K	Buy	+815	New	+$216K	0.05%	70
2024 Q1	–	Sell	-800	Closed	-$237K	–	63
2023 Q4	$237K	Sell	800 -9	-1%	-$2.45K	0.06%	63
2023 Q3	$213K	Buy	809 +9	+1%	+$2.57K	0.06%	62
2023 Q2	$239K	Hold	800	–	–	0.07%	57
2023 Q1	$224K	Buy	+800	New	+$214K	0.06%	59
2022 Q1	–	Sell	-918	Closed	-$246K	–	67
2021 Q4	$246K	Buy	+918	New	+$232K	0.06%	53

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Jacobson & Schmitt Advisors's MCD Position: Q2 2026 in Review

Jacobson & Schmitt Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 666 shares — an estimated $207K sold.

Jacobson & Schmitt Advisors first reported a position in MCD in Q4 2021 and held it in 12 quarters. The position peaked at $378K in Q3 2025. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Jacobson & Schmitt Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 666 McDonald's shares in Q2 2026, an estimated $207K.
Jacobson & Schmitt Advisors first reported a position in McDonald's in Q4 2021 and held it in 12 quarters.
Jacobson & Schmitt Advisors's McDonald's position peaked at $378K in Q3 2025.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.