SRM
MCD icon

Shelter Rock Management’s McDonald's MCD Stock Holding History

Shelter Rock Management’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 		$509K Buy
1,883
+2
+0.1% +$573 0.49% 24
2026
Q1 		$585K Buy
1,881
+232
+14% +$73.9K 0.62% 19
2025
Q4 		$504K Buy
+1,649
New +$505K 0.51% 26

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 $3.37T AUM 44.26% 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

Shelter Rock Management's MCD Position: Q2 2026 in Review

Shelter Rock Management increased its McDonald's (MCD) stake by 0.11% in Q2 2026, buying an estimated $573 and bringing the position to 1,883 shares worth $509K. The position accounts for 0.49% of the portfolio, ranked #24.

Shelter Rock Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $585K in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Shelter Rock Management held 1,883 shares of McDonald's worth $509K as of Q2 2026.
  • Shelter Rock Management bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.49% of Shelter Rock Management's portfolio in Q2 2026, its #24 holding.
  • Shelter Rock Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Shelter Rock Management's McDonald's position peaked at $585K in Q1 2026.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.