Scharf Investments’s McDonald's MCD Stock Holding History

Scharf Investments’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	$3.75M	Buy	+13,863	New	+$3.98M	0.12%	41
2016 Q3	–	Sell	-6,620	Closed	-$797K	–	51
2016 Q2	$797K	Hold	6,620	–	–	0.02%	45
2016 Q1	$832K	Hold	6,620	–	–	0.02%	45
2015 Q4	$782K	Hold	6,620	–	–	0.02%	48
2015 Q3	$652K	Hold	6,620	–	–	0.02%	44
2015 Q2	$629K	Hold	6,620	–	–	0.02%	45
2015 Q1	$645K	Hold	6,620	–	–	0.02%	44
2014 Q4	$620K	Sell	6,620 -11	-0.2%	-$1.03K	0.02%	44
2014 Q3	$629K	Hold	6,631	–	–	0.02%	40
2014 Q2	$668K	Hold	6,631	–	–	0.03%	37
2014 Q1	$650K	Sell	6,631 -17	-0.3%	-$1.63K	0.03%	35
2013 Q4	$645K	Sell	6,648 -63	-0.9%	-$6.05K	0.03%	34
2013 Q3	$646K	Hold	6,711	–	–	0.03%	34
2013 Q2	$664K	Buy	+6,711	New	+$672K	0.04%	36

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Scharf Investments's MCD Position: Q2 2026 in Review

Scharf Investments opened a new position in McDonald's (MCD) in Q2 2026: 13,863 shares worth $3.75M. The stake represents 0.12% of the portfolio and ranks #41 among its holdings. This is a return to the name: Scharf Investments previously reported a position in MCD as recently as Q2 2016.

Scharf Investments first reported a position in MCD in Q2 2013 and has held it in 14 quarters since. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Scharf Investments held 13,863 shares of McDonald's worth $3.75M as of Q2 2026.
McDonald's was a new Scharf Investments position in Q2 2026.
McDonald's made up 0.12% of Scharf Investments's portfolio in Q2 2026, its #41 holding.
Scharf Investments first reported a position in McDonald's in Q2 2013 and has held it in 14 quarters since.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.