Carl P. Sherr & Co
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Carl P. Sherr & Co’s McDonald's MCD Stock Holding History

Carl P. Sherr & Co’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
Q3 		$565K Sell
2,448
-1,981
-45% -$521K 0.24% 77
2026
Q2 		$1.2M Sell
4,429
-540
-11% -$155K 0.5% 41
2026
Q1 		$1.54M Sell
4,969
-100
-2% -$31.9K 0.73% 39
2025
Q4 		$1.6M Sell
5,069
-15
-0.3% -$4.59K 0.71% 39
2025
Q3 		$1.54M Sell
5,084
-210
-4% -$63.9K 0.73% 34
2025
Q2 		$1.55M Sell
5,294
-293
-5% -$90.3K 0.78% 29
2025
Q1 		$1.75M Sell
5,587
-400
-7% -$120K 0.95% 27
2024
Q4 		$1.74M Sell
5,987
-54
-0.9% -$16.1K 0.91% 26
2024
Q3 		$1.84M Sell
6,041
-1,159
-16% -$319K 0.97% 24
2024
Q2 		$1.83M Sell
7,200
-149
-2% -$39.5K 1.02% 21
2024
Q1 		$2.07M Sell
7,349
-598
-8% -$174K 1.17% 20
2023
Q4 		$2.36M Sell
7,947
-419
-5% -$114K 1.43% 15
2023
Q3 		$2.2M Buy
8,366
+55
+0.7% +$15.7K 1.49% 15
2023
Q2 		$2.48M Buy
8,311
+39
+0.5% +$11.3K 1.63% 11
2023
Q1 		$2.31M Sell
8,272
-60
-0.7% -$16.1K 1.66% 14
2022
Q4 		$2.2M Buy
8,332
+1,106
+15% +$292K 1.67% 14
2022
Q3 		$1.67M Buy
7,226
+225
+3% +$57.5K 1.33% 18
2022
Q2 		$1.73M Buy
7,001
+311
+5% +$76.6K 1.29% 16
2022
Q1 		$1.65M Sell
6,690
-228
-3% -$56.8K 1.12% 21
2021
Q4 		$1.86M Sell
6,918
-134
-2% -$33.8K 1.12% 19
2021
Q3 		$1.7M Buy
7,052
+195
+3% +$46.5K 1.36% 17
2021
Q2 		$1.58M Buy
6,857
+600
+10% +$140K 1.09% 21
2021
Q1 		$1.4M Buy
6,257
+275
+5% +$58.8K 1.06% 21
2020
Q4 		$1.28M Buy
5,982
+31
+0.5% +$6.74K 1.02% 24
2020
Q3 		$1.31M Hold
5,951
– – 1.18% 21
2020
Q2 		$1.1M Buy
5,951
+1
+0% +$183 1.09% 22
2020
Q1 		$984K Buy
5,950
+374
+7% +$73.7K 1.17% 20
2019
Q4 		$1.1M Buy
+5,576
New +$1.11M 1.08% 27

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Carl P. Sherr & Co's MCD Position: Q3 2026 in Review

Carl P. Sherr & Co reduced its McDonald's (MCD) stake by 45% in Q3 2026, selling an estimated $521K and leaving 2,448 shares worth $565K. The position accounts for 0.24% of the portfolio, ranked #77.

Carl P. Sherr & Co first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.48M in Q2 2023. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Carl P. Sherr & Co held 2,448 shares of McDonald's worth $565K as of Q3 2026.
  • Carl P. Sherr & Co sold 1,981 McDonald's shares in Q3 2026, an estimated $521K.
  • McDonald's made up 0.24% of Carl P. Sherr & Co's portfolio in Q3 2026, its #77 holding.
  • Carl P. Sherr & Co first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Carl P. Sherr & Co's McDonald's position peaked at $2.48M in Q2 2023.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Carl P. Sherr & Co's 13F filing for Q3 2026, filed 6 Nov 2026.