Alerus Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.76M | Buy |
8,892
+3,551
| +66% | +$1.13M | 0.14% | 92 |
|
|
2025
Q4 | $1.63M | Sell |
5,341
-1,907
| -26% | -$584K | 0.08% | 110 |
|
|
2025
Q3 | $2.2M | Buy |
7,248
+6,633
| +1,079% | +$2.02M | 0.11% | 108 |
|
|
2025
Q2 | $180K | Buy |
+615
| New | +$190K | 0.01% | 169 |
|
|
2024
Q2 | – | Sell |
-14,293
| Closed | -$4.03M | – | 161 |
|
|
2024
Q1 | $4.03M | Buy |
+14,293
| New | +$4.16M | 0.3% | 76 |
|
|
2023
Q4 | – | Sell |
-858
| Closed | -$226K | – | 159 |
|
|
2023
Q3 | $226K | Sell |
858
-3
| -0.3% | -$856 | 0.02% | 141 |
|
|
2023
Q2 | $257K | Sell |
861
-10
| -1% | -$2.9K | 0.02% | 144 |
|
|
2023
Q1 | $244K | Buy |
871
+8
| +0.9% | +$2.14K | 0.02% | 153 |
|
|
2022
Q4 | $227K | Buy |
+863
| New | +$228K | 0.02% | 150 |
|
|
2022
Q2 | – | Sell |
-813
| Closed | -$201K | – | 181 |
|
|
2022
Q1 | $201K | Sell |
813
-36
| -4% | -$8.97K | 0.02% | 175 |
|
|
2021
Q4 | $228K | Sell |
849
-221
| -21% | -$55.8K | 0.02% | 175 |
|
|
2021
Q3 | $258K | Sell |
1,070
-230
| -18% | -$54.9K | 0.02% | 169 |
|
|
2021
Q2 | $300K | Sell |
1,300
-124
| -9% | -$28.9K | 0.03% | 172 |
|
|
2021
Q1 | $319K | Sell |
1,424
-15,841
| -92% | -$3.39M | 0.03% | 167 |
|
|
2020
Q4 | $3.71M | Buy |
17,265
+586
| +4% | +$127K | 0.38% | 71 |
|
|
2020
Q3 | $3.66M | Sell |
16,679
-7,523
| -31% | -$1.54M | 0.41% | 65 |
|
|
2020
Q2 | $4.46M | Buy |
24,202
+572
| +2% | +$105K | 0.53% | 51 |
|
|
2020
Q1 | $3.91M | Buy |
23,630
+178
| +0.8% | +$35.1K | 0.54% | 55 |
|
|
2019
Q4 | $4.63M | Buy |
23,452
+3,270
| +16% | +$649K | 0.53% | 59 |
|
|
2019
Q3 | $4.33M | Sell |
20,182
-534
| -3% | -$114K | 0.56% | 53 |
|
|
2019
Q2 | $4.3M | Sell |
20,716
-1,023
| -5% | -$203K | 0.58% | 46 |
|
|
2019
Q1 | $4.13M | Buy |
21,739
+994
| +5% | +$180K | 0.58% | 49 |
|
|
2018
Q4 | $3.68M | Buy |
20,745
+626
| +3% | +$111K | 0.56% | 47 |
|
|
2018
Q3 | $3.37M | Buy |
20,119
+102
| +0.5% | +$16.3K | 0.46% | 64 |
|
|
2018
Q2 | $3.14M | Sell |
20,017
-48
| -0.2% | -$7.78K | 0.45% | 70 |
|
|
2018
Q1 | $3.14M | Buy |
20,065
+321
| +2% | +$52.8K | 0.45% | 67 |
|
|
2017
Q4 | $3.4M | Sell |
19,744
-2,032
| -9% | -$341K | 0.48% | 60 |
|
|
2017
Q3 | $3.41M | Sell |
21,776
-581
| -3% | -$91.1K | 0.5% | 62 |
|
|
2017
Q2 | $3.42M | Buy |
22,357
+3,310
| +17% | +$478K | 0.51% | 60 |
|
|
2017
Q1 | $2.47M | Buy |
19,047
+677
| +4% | +$84.9K | 0.38% | 68 |
|
|
2016
Q4 | $2.24M | Buy |
18,370
+733
| +4% | +$85.9K | 0.36% | 73 |
|
|
2016
Q3 | $2.04M | Buy |
17,637
+907
| +5% | +$107K | 0.33% | 68 |
|
|
2016
Q2 | $2.01M | Buy |
+16,730
| New | +$2.1M | 0.34% | 71 |
|
Other funds holding MCD
VCM
VPM
DAM
Alerus Financial's MCD Position: Q1 2026 in Review
Alerus Financial increased its McDonald's (MCD) stake by 66% in Q1 2026, buying an estimated $1.13M and bringing the position to 8,892 shares worth $2.76M. The position accounts for 0.14% of the portfolio, ranked #92.
Alerus Financial first reported a position in MCD in Q2 2016 and has held it in 33 quarters since. The position peaked at $4.63M in Q4 2019. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Alerus Financial held 8,892 shares of McDonald's worth $2.76M as of Q1 2026.
- Alerus Financial bought 3,551 McDonald's shares in Q1 2026, an estimated $1.13M.
- McDonald's made up 0.14% of Alerus Financial's portfolio in Q1 2026, its #92 holding.
- Alerus Financial first reported a position in McDonald's in Q2 2016 and has held it in 33 quarters since.
- Alerus Financial's McDonald's position peaked at $4.63M in Q4 2019.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.