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Schrum Private Wealth Management’s McDonald's MCD Stock Holding History

Schrum Private 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
Q1 		$944K Hold
3,038
– – 0.72% 41
2025
Q4 		$929K Hold
3,038
– – 0.69% 43
2025
Q3 		$923K Buy
3,038
+428
+16% +$130K 0.68% 40
2025
Q2 		$763K Hold
2,610
– – 0.61% 44
2025
Q1 		$815K Hold
2,610
– – 0.72% 41
2024
Q4 		$757K Sell
2,610
-3,182
-55% -$949K 0.64% 42
2024
Q3 		$1.76M Buy
5,792
+1,996
+53% +$550K 0.91% 30
2024
Q2 		$967K Hold
3,796
– – 0.87% 32
2024
Q1 		$1.07M Buy
3,796
+726
+24% +$211K 0.97% 28
2023
Q4 		$910K Sell
3,070
-743
-19% -$202K 1.29% 19
2023
Q3 		$1M Hold
3,813
– – 1.15% 25
2023
Q2 		$1.14M Hold
3,813
– – 1.23% 22
2023
Q1 		$1.07M Hold
3,813
– – 1.23% 23
2022
Q4 		$1M Sell
3,813
-353
-8% -$93.1K 1.19% 25
2022
Q3 		$961K Sell
4,166
-1,197
-22% -$306K 1.21% 22
2022
Q2 		$1.32M Hold
5,363
– – 1.5% 18
2022
Q1 		$1.33M Buy
5,363
+200
+4% +$49.8K 1.34% 20
2021
Q4 		$1.38M Buy
+5,163
New +$1.3M 1.26% 21

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Schrum Private Wealth Management's MCD Position: Q1 2026 in Review

Schrum Private Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 3,038 shares worth $944K. The position accounts for 0.72% of the portfolio, ranked #41.

Schrum Private Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Schrum Private Wealth Management held 3,038 shares of McDonald's worth $944K as of Q1 2026.
  • Schrum Private Wealth Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.72% of Schrum Private Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Schrum Private Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's McDonald's position peaked at $1.76M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.