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SHP Wealth Management’s McDonald's MCD Stock Holding History

SHP 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 		$1.68M Buy
5,389
+21
+0.4% +$6.69K 0.13% 58
2025
Q4 		$1.64M Buy
+5,368
New +$1.64M 0.13% 53

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

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

SHP Wealth Management increased its McDonald's (MCD) stake by 0.39% in Q1 2026, buying an estimated $6.69K and bringing the position to 5,389 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #58.

SHP Wealth Management first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,576 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • SHP Wealth Management held 5,389 shares of McDonald's worth $1.68M as of Q1 2026.
  • SHP Wealth Management bought 21 McDonald's shares in Q1 2026, an estimated $6.69K.
  • McDonald's made up 0.13% of SHP Wealth Management's portfolio in Q1 2026, its #58 holding.
  • SHP Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • 3,576 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.