1 North Wealth Services’s McDonald's MCD Stock Holding History

1 North Wealth Services’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	$261K	Buy	967 +27	+3%	+$7.74K	0.09%	52
2026 Q1	$292K	Hold	940	–	–	0.11%	50
2025 Q4	$287K	Hold	940	–	–	0.1%	51
2025 Q3	$286K	Sell	940 -2	-0.2%	-$609	0.12%	48
2025 Q2	$275K	Hold	942	–	–	0.11%	52
2025 Q1	$294K	Sell	942 -16	-2%	-$4.79K	0.14%	47
2024 Q4	$278K	Buy	+958	New	+$286K	0.12%	52
2019 Q4	$220K	Buy	1,111 +75	+7%	+$14.9K	0.14%	57
2019 Q3	$222K	Buy	+1,036	New	+$222K	0.15%	54
2019 Q1	$197K	Buy	1,036 +6	+0.6%	+$1.09K	0.14%	55
2018 Q4	$183K	Buy	+1,030	New	+$183K	0.15%	52

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1 North Wealth Services's MCD Position: Q2 2026 in Review

1 North Wealth Services increased its McDonald's (MCD) stake by 2.9% in Q2 2026, buying an estimated $7.74K and bringing the position to 967 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #52.

1 North Wealth Services first reported a position in MCD in Q4 2018 and has held it in 11 quarters since. The position peaked at $294K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

1 North Wealth Services held 967 shares of McDonald's worth $261K as of Q2 2026.
1 North Wealth Services bought 27 McDonald's shares in Q2 2026, an estimated $7.74K.
McDonald's made up 0.09% of 1 North Wealth Services's portfolio in Q2 2026, its #52 holding.
1 North Wealth Services first reported a position in McDonald's in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's McDonald's position peaked at $294K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.