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Shepherd Financial Partners’s McDonald's MCD Stock Holding History

Shepherd Financial Partners’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 		$2.89M Sell
9,298
-39
-0.4% -$12.4K 0.27% 65
2025
Q4 		$2.85M Sell
9,337
-149
-2% -$45.6K 0.26% 66
2025
Q3 		$2.88M Buy
9,486
+35
+0.4% +$10.7K 0.27% 68
2025
Q2 		$2.76M Buy
9,451
+257
+3% +$79.2K 0.29% 60
2025
Q1 		$2.87M Buy
9,194
+200
+2% +$59.8K 0.34% 59
2024
Q4 		$2.61M Buy
8,994
+51
+0.6% +$15.2K 0.31% 53
2024
Q3 		$2.72M Buy
8,943
+307
+4% +$84.6K 0.33% 53
2024
Q2 		$2.2M Buy
8,636
+93
+1% +$24.7K 0.28% 58
2024
Q1 		$2.41M Buy
8,543
+382
+5% +$111K 0.32% 53
2023
Q4 		$2.42M Buy
8,161
+55
+0.7% +$15K 0.34% 49
2023
Q3 		$2.14M Buy
8,106
+498
+7% +$142K 0.34% 56
2023
Q2 		$2.27M Buy
7,608
+168
+2% +$48.8K 0.35% 52
2023
Q1 		$2.08M Sell
7,440
-12
-0.2% -$3.21K 0.35% 50
2022
Q4 		$1.96M Buy
7,452
+149
+2% +$39.3K 0.36% 50
2022
Q3 		$1.69M Sell
7,303
-130
-2% -$33.2K 0.33% 58
2022
Q2 		$1.83M Buy
7,433
+458
+7% +$113K 0.36% 54
2022
Q1 		$1.73M Buy
6,975
+329
+5% +$82K 0.31% 62
2021
Q4 		$1.78M Buy
6,646
+350
+6% +$88.4K 0.31% 62
2021
Q3 		$1.52M Buy
6,296
+4,752
+308% +$1.13M 0.29% 65
2021
Q2 		$357K Buy
1,544
+303
+24% +$70.5K 0.07% 122
2021
Q1 		$278K Buy
1,241
+44
+4% +$9.41K 0.06% 127
2020
Q4 		$257K Buy
1,197
+190
+19% +$41.3K 0.06% 124
2020
Q3 		$221K Buy
+1,007
New +$207K 0.05% 123

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Shepherd Financial Partners's MCD Position: Q1 2026 in Review

Shepherd Financial Partners reduced its McDonald's (MCD) stake by 0.42% in Q1 2026, selling an estimated $12.4K and leaving 9,298 shares worth $2.89M. The position accounts for 0.27% of the portfolio, ranked #65.

Shepherd Financial Partners first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Shepherd Financial Partners held 9,298 shares of McDonald's worth $2.89M as of Q1 2026.
  • Shepherd Financial Partners sold 39 McDonald's shares in Q1 2026, an estimated $12.4K.
  • McDonald's made up 0.27% of Shepherd Financial Partners's portfolio in Q1 2026, its #65 holding.
  • Shepherd Financial Partners first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.