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Schear Investment Advisers’s McDonald's MCD Stock Holding History

Schear Investment Advisers’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 		$623K Hold
2,304
– – 0.21% 64
2026
Q1 		$716K Sell
2,304
-29
-1% -$9.24K 0.32% 63
2025
Q4 		$713K Sell
2,333
-165
-7% -$50.5K 0.31% 65
2025
Q3 		$759K Sell
2,498
-20
-0.8% -$6.09K 0.34% 70
2025
Q2 		$736K Buy
2,518
+44
+2% +$13.6K 0.36% 69
2025
Q1 		$773K Sell
2,474
-7
-0.3% -$2.09K 0.45% 64
2024
Q4 		$719K Sell
2,481
-13
-0.5% -$3.88K 0.38% 65
2024
Q3 		$759K Buy
2,494
+52
+2% +$14.3K 0.47% 66
2024
Q2 		$622K Sell
2,442
-57
-2% -$15.1K 0.45% 65
2024
Q1 		$705K Buy
2,499
+268
+12% +$77.9K 0.57% 61
2023
Q4 		$662K Sell
2,231
-6
-0.3% -$1.63K 0.64% 46
2023
Q3 		$589K Hold
2,237
– – 0.64% 48
2023
Q2 		$668K Sell
2,237
-73
-3% -$21.2K 0.71% 48
2023
Q1 		$646K Sell
2,310
-22
-0.9% -$5.89K 0.77% 48
2022
Q4 		$615K Buy
+2,332
New +$615K 0.76% 50

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schear Investment Advisers's MCD Position: Q2 2026 in Review

Schear Investment Advisers held its McDonald's (MCD) position steady in Q2 2026 at 2,304 shares worth $623K. The position accounts for 0.21% of the portfolio, ranked #64.

Schear Investment Advisers first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $773K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Schear Investment Advisers held 2,304 shares of McDonald's worth $623K as of Q2 2026.
  • Schear Investment Advisers left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.21% of Schear Investment Advisers's portfolio in Q2 2026, its #64 holding.
  • Schear Investment Advisers first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's McDonald's position peaked at $773K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.