Schneider Downs Wealth Management Advisors’s McDonald's MCD Stock Holding History

Schneider Downs Wealth Management 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	$448K	Sell	1,658 -72	-4%	-$20.6K	0.04%	113
2026 Q1	$538K	Sell	1,730 -1	-0.1%	-$319	0.06%	98
2025 Q4	$529K	Buy	1,731 +1	+0.1%	+$306	0.06%	96
2025 Q3	$526K	Sell	1,730 -78	-4%	-$23.7K	0.06%	92
2025 Q2	$528K	Sell	1,808 -90	-5%	-$27.7K	0.08%	90
2025 Q1	$593K	Hold	1,898	–	–	0.11%	77
2024 Q4	$550K	Hold	1,898	–	–	0.1%	83
2024 Q3	$578K	Sell	1,898 -9	-0.5%	-$2.48K	0.12%	76
2024 Q2	$486K	Sell	1,907 -89	-4%	-$23.6K	0.11%	76
2024 Q1	$563K	Buy	+1,996	New	+$580K	0.13%	70

Other funds holding MCD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MCD Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $20.6K and leaving 1,658 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #113.

Schneider Downs Wealth Management Advisors first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $593K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,658 shares of McDonald's worth $448K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 72 McDonald's shares in Q2 2026, an estimated $20.6K.
McDonald's made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #113 holding.
Schneider Downs Wealth Management Advisors first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
Schneider Downs Wealth Management Advisors's McDonald's position peaked at $593K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.