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 Q2	$905K	Buy	3,545 +507	+17%	+$145K	0.93%	33
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 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

Schrum Private Wealth Management's MCD Position: Q2 2026 in Review

Schrum Private Wealth Management increased its McDonald's (MCD) stake by 17% in Q2 2026, buying an estimated $145K and bringing the position to 3,545 shares worth $905K. The position accounts for 0.93% of the portfolio, ranked #33.

Schrum Private Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Schrum Private Wealth Management held 3,545 shares of McDonald's worth $905K as of Q2 2026.
Schrum Private Wealth Management bought 507 McDonald's shares in Q2 2026, an estimated $145K.
McDonald's made up 0.93% of Schrum Private Wealth Management's portfolio in Q2 2026, its #33 holding.
Schrum Private Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's McDonald's position peaked at $1.76M in Q3 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.