Sharp Financial Services’s McDonald's MCD Stock Holding History

Sharp Financial Services’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 Q1	$205K	Buy	+661	New	+$211K	0.1%	116

Other funds holding MCD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Sharp Financial Services's MCD Position: Q1 2026 in Review

Sharp Financial Services opened a new position in McDonald's (MCD) in Q1 2026: 661 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #116 among its holdings.

3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Sharp Financial Services held 661 shares of McDonald's worth $205K as of Q1 2026.
McDonald's was a new Sharp Financial Services position in Q1 2026.
McDonald's made up 0.1% of Sharp Financial Services's portfolio in Q1 2026, its #116 holding.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.