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Shepherd Street Advisors’s McDonald's MCD Stock Holding History

Shepherd Street Advisors’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 		$635K Sell
2,397
-247
-9% -$70.8K 0.56% 50
2026
Q1 		$822K Buy
2,644
+45
+2% +$14.3K 0.81% 38
2025
Q4 		$794K Buy
+2,599
New +$796K 0.76% 41

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 Street Advisors's MCD Position: Q2 2026 in Review

Shepherd Street Advisors reduced its McDonald's (MCD) stake by 9.3% in Q2 2026, selling an estimated $70.8K and leaving 2,397 shares worth $635K. The position accounts for 0.56% of the portfolio, ranked #50.

Shepherd Street Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $822K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Shepherd Street Advisors held 2,397 shares of McDonald's worth $635K as of Q2 2026.
  • Shepherd Street Advisors sold 247 McDonald's shares in Q2 2026, an estimated $70.8K.
  • McDonald's made up 0.56% of Shepherd Street Advisors's portfolio in Q2 2026, its #50 holding.
  • Shepherd Street Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's McDonald's position peaked at $822K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.