SWM
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Shepherd Wealth Management’s McDonald's MCD Stock Holding History

Shepherd Wealth 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
Q1 		$271K Buy
952
+194
+26% +$61.8K 0.2% 40
2025
Q4 		$233K Buy
758
+14
+2% +$4.29K 0.16% 40
2025
Q3 		$228K Hold
744
– – 0.15% 40
2025
Q2 		$227K Buy
+744
New +$229K 0.15% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shepherd Wealth Management's MCD Position: Q1 2026 in Review

Shepherd Wealth Management increased its McDonald's (MCD) stake by 26% in Q1 2026, buying an estimated $61.8K and bringing the position to 952 shares worth $271K. The position accounts for 0.2% of the portfolio, ranked #40.

Shepherd Wealth Management first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Shepherd Wealth Management held 952 shares of McDonald's worth $271K as of Q1 2026.
  • Shepherd Wealth Management bought 194 McDonald's shares in Q1 2026, an estimated $61.8K.
  • McDonald's made up 0.2% of Shepherd Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Shepherd Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.