Mowery & Schoenfeld Wealth Management’s McDonald's MCD Stock Holding History

Mowery & Schoenfeld Wealth 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 Q2	$5.14K	Hold	19	–	–	0.01%	292
2026 Q1	$5.91K	Sell	19 -118	-86%	-$37.6K	0.01%	260
2025 Q4	$41.9K	Buy	+137	New	+$42K	0.06%	149
2025 Q2	–	Sell	-400	Closed	-$125K	–	439
2025 Q1	$125K	Buy	400 +213	+114%	+$63.7K	0.24%	65
2024 Q4	$54.2K	Buy	+187	New	+$55.8K	0.11%	109
2024 Q1	–	Sell	-203	Closed	-$60.3K	–	178
2023 Q4	$60.3K	Buy	+203	New	+$55.3K	0.12%	67

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MCD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 19 shares worth $5.14K. The position accounts for 0.01% of the portfolio, ranked #292.

Mowery & Schoenfeld Wealth Management first reported a position in MCD in Q4 2023 and has held it in 6 quarters since. The position peaked at $125K in Q1 2025. 2,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 19 shares of McDonald's worth $5.14K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #292 holding.
Mowery & Schoenfeld Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's McDonald's position peaked at $125K in Q1 2025.
2,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.