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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
2026
Q2 		$112K Sell
416
-71
-15% -$20.4K 0.08% 128
2026
Q1 		$151K Buy
487
+3
+0.6% +$956 0.11% 114
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nalls Sherbakoff Group's MCD Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $20.4K and leaving 416 shares worth $112K. The position accounts for 0.08% of the portfolio, ranked #128.

Nalls Sherbakoff Group first reported a position in MCD in Q4 2018 and has held it in 11 quarters since. The position peaked at $151K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Nalls Sherbakoff Group held 416 shares of McDonald's worth $112K as of Q2 2026.
  • Nalls Sherbakoff Group sold 71 McDonald's shares in Q2 2026, an estimated $20.4K.
  • McDonald's made up 0.08% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #128 holding.
  • Nalls Sherbakoff Group first reported a position in McDonald's in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's McDonald's position peaked at $151K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.