SEC 13F Intelligence

Schmidt P J Investment Management Inc / MCD

Schmidt P J Investment Management Inc’s Mcdonalds Corp Position

Does Schmidt P J Investment Management Inc own Mcdonalds Corp (MCD)? Yes27.0K shares worth $8M (+1.41% of its 13F portfolio) as of Q1 2026, up from 26.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
27.0K
% of Portfolio
+1.41%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $9MQ4 ’20: $8MQ4 ’20Q1 ’21: $9MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $9MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.0K$8M+1.41%
Q4 202526.7K$8M+1.33%
Q3 202527.2K$8M+1.37%
Q2 202528.5K$8M+1.44%
Q1 202528.9K$9M+1.65%
Q4 202430.3K$9M+1.53%
Q3 202430.9K$9M+1.62%
Q2 202431.9K$8M+1.49%
Q1 202431.9K$9M+1.69%
Q4 202332.7K$10M+1.89%
Q3 202333.6K$9M+1.86%
Q2 202333.6K$10M+1.95%
Q1 202334.4K$10M+2.12%
Q4 202234.9K$9M+2.08%
Q3 202235.6K$9M+2.18%
Q2 202235.8K$9M+2.03%
Q1 202236.1K$9M+2.00%
Q4 202137.0K$10M+1.92%
Q3 202137.3K$9M+1.73%
Q2 202138.5K$9M+1.87%
Q1 202138.8K$9M+1.90%
Q4 202039.7K$8M+1.86%
Q3 202039.8K$9M+2.16%
Q2 202038.7K$7M+2.14%
Q1 202038.7K$6M+2.22%
Q4 201939.5K$8M+2.09%
Q3 201939.4K$8M+2.40%
Q2 201939.6K$8M+2.37%
Q1 201942.1K$8M+2.34%
Q4 201842.2K$7M+2.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schmidt P J Investment Management Inc’s full portfolio or all institutional holders of MCD.