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55 North Private Wealth’s McDonald's MCD Stock Holding History

55 North Private Wealth’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 		$467K Buy
1,727
+331
+24% +$94.9K 0.09% 101
2026
Q1 		$434K Buy
1,396
+145
+12% +$46.2K 0.11% 92
2025
Q4 		$382K Buy
+1,251
New +$383K 0.1% 105

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

55 North Private Wealth's MCD Position: Q2 2026 in Review

55 North Private Wealth increased its McDonald's (MCD) stake by 24% in Q2 2026, buying an estimated $94.9K and bringing the position to 1,727 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #101.

55 North Private Wealth first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • 55 North Private Wealth held 1,727 shares of McDonald's worth $467K as of Q2 2026.
  • 55 North Private Wealth bought 331 McDonald's shares in Q2 2026, an estimated $94.9K.
  • McDonald's made up 0.09% of 55 North Private Wealth's portfolio in Q2 2026, its #101 holding.
  • 55 North Private Wealth first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.