Mowery & Schoenfeld Wealth Management, LLC
Position in MCD — Mcdonalds Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in MCD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,135
-$770 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,424
of 3,448 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCD Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $183,344 across 4 Restaurants names. MCD ranks #3 (2.8% of the industry book) .
All Filings in MCD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,135 | 19 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,905 | 19 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $41,871 | 137 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $124,948 | 400 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $54,209 | 187 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 | $60,191 | 203 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||