SFP
MCD icon

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
Q2 		$2.39M Sell
8,827
-471
-5% -$135K 0.2% 76
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 $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

Shepherd Financial Partners's MCD Position: Q2 2026 in Review

Shepherd Financial Partners reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $135K and leaving 8,827 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #76.

Shepherd Financial Partners first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.89M in Q1 2026. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Shepherd Financial Partners held 8,827 shares of McDonald's worth $2.39M as of Q2 2026.
  • Shepherd Financial Partners sold 471 McDonald's shares in Q2 2026, an estimated $135K.
  • McDonald's made up 0.2% of Shepherd Financial Partners's portfolio in Q2 2026, its #76 holding.
  • Shepherd Financial Partners first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • Shepherd Financial Partners's McDonald's position peaked at $2.89M in Q1 2026.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.