Nalls Sherbakoff Group’s McDonald's MCD Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$148K	Buy	484 +76	+19%	+$23.3K	0.11%	119
2025 Q3	$124K	Buy	408 +2	+0.5%	+$609	0.08%	135
2025 Q2	$119K	Sell	406 -7	-2%	-$2.16K	0.09%	127
2025 Q1	$129K	Buy	+413	New	+$124K	0.1%	109
2023 Q4	$116K	Buy	392 +3	+0.8%	+$817	0.1%	110
2023 Q3	$103K	Buy	389 +4	+1%	+$1.14K	0.1%	110
2023 Q2	$110K	Hold	385	–	–	0.11%	108
2023 Q1	$107K	Buy	+385	New	+$103K	0.11%	110
2018 Q4	$76K	Buy	+428	New	+$75.9K	0.12%	99

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Nalls Sherbakoff Group's MCD Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its McDonald's (MCD) stake by 19% in Q4 2025, buying an estimated $23.3K and bringing the position to 484 shares worth $148K. The position accounts for 0.11% of the portfolio, ranked #119.

Nalls Sherbakoff Group first reported a position in MCD in Q4 2018 and has held it in 9 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Nalls Sherbakoff Group held 484 shares of McDonald's worth $148K as of Q4 2025.
Nalls Sherbakoff Group bought 76 McDonald's shares in Q4 2025, an estimated $23.3K.
McDonald's made up 0.11% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #119 holding.
Nalls Sherbakoff Group first reported a position in McDonald's in Q4 2018 and has held it in 9 quarters since.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.