Charles Schwab Trust Co: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on MCD, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 6,204,284 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 6,204,284 shares
Change vs previous 13F +620,228 shares
0.22% of the 13F portfolio, value $1,676,535,455.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6,201,372 shares
- Charles Schwab Trust Co: 2,912 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,584,056 shares
Change vs previous 13F +127,124 shares
0.26% of the 13F portfolio, value $1,737,112,561.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,581,094 shares
- Charles Schwab Trust Co: 2,962 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,456,932 shares
Change vs previous 13F +34,905 shares
0.26% of the 13F portfolio, value $1,667,805,312.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,455,057 shares
- Charles Schwab Trust Co: 1,875 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,422,027 shares
Change vs previous 13F +16,386 shares
0.26% of the 13F portfolio, value $1,647,702,669.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,420,573 shares
- Charles Schwab Trust Co: 1,454 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 5,405,641 shares
Change vs previous 13F -285,193 shares
0.27% of the 13F portfolio, value $1,579,369,092.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,404,137 shares
- Charles Schwab Trust Co: 1,504 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,690,834 shares
Change vs previous 13F -5,619 shares
0.33% of the 13F portfolio, value $1,777,646,083.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,689,380 shares
- Charles Schwab Trust Co: 1,454 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,696,453 shares
Change vs previous 13F +130,327 shares
0.3% of the 13F portfolio, value $1,651,344,826.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,694,202 shares
- Charles Schwab Trust Co: 2,251 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,566,126 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $1,694,941,006.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,564,359 shares
- Charles Schwab Trust Co: 1,767 shares
Acceptance time not in the bulk data set (spec §4.2).