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Newbridge Financial Services Group’s McDonald's MCD Stock Holding History

Newbridge Financial Services Group’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 		$3.22M Buy
11,899
+3,543
+42% +$1.02M 0.4% 60
2026
Q1 		$2.6M Buy
8,356
+3,990
+91% +$1.27M 0.43% 58
2025
Q4 		$1.33M Buy
4,366
+2,256
+107% +$691K 0.21% 87
2025
Q3 		$641K Sell
2,110
-13
-0.6% -$3.96K 0.1% 156
2025
Q2 		$620K Sell
2,123
-50
-2% -$15.4K 0.1% 154
2025
Q1 		$679K Sell
2,173
-406
-16% -$121K 0.16% 102
2024
Q4 		$748K Buy
2,579
+90
+4% +$26.8K 0.19% 89
2024
Q3 		$758K Sell
2,489
-1,364
-35% -$376K 0.27% 75
2024
Q2 		$982K Sell
3,853
-306
-7% -$81.2K 0.37% 57
2024
Q1 		$1.17M Buy
4,159
+1,704
+69% +$496K 0.51% 41
2023
Q4 		$728K Buy
2,455
+569
+30% +$155K 0.36% 64
2023
Q3 		$497K Buy
1,886
+610
+48% +$174K 0.25% 89
2023
Q2 		$381K Buy
1,276
+141
+12% +$41K 0.19% 108
2023
Q1 		$317K Sell
1,135
-40
-3% -$10.7K 0.17% 132
2022
Q4 		$310K Buy
1,175
+55
+5% +$14.5K 0.18% 122
2022
Q3 		$258K Buy
1,120
+86
+8% +$22K 0.15% 150
2022
Q2 		$255K Buy
1,034
+18
+2% +$4.43K 0.16% 134
2022
Q1 		$251K Sell
1,016
-68
-6% -$16.9K 0.12% 158
2021
Q4 		$291K Buy
1,084
+298
+38% +$75.2K 0.14% 153
2021
Q3 		$189K Buy
786
+186
+31% +$44.4K 0.12% 179
2021
Q2 		$139K Buy
600
+119
+25% +$27.7K 0.09% 225
2021
Q1 		$108K Hold
481
– – 0.08% 241
2020
Q4 		$103K Sell
481
-148
-24% -$32.2K 0.08% 223
2020
Q3 		$138K Buy
+629
New +$129K 0.14% 156

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

Newbridge Financial Services Group's MCD Position: Q2 2026 in Review

Newbridge Financial Services Group increased its McDonald's (MCD) stake by 42% in Q2 2026, buying an estimated $1.02M and bringing the position to 11,899 shares worth $3.22M. The position accounts for 0.4% of the portfolio, ranked #60.

Newbridge Financial Services Group first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Newbridge Financial Services Group held 11,899 shares of McDonald's worth $3.22M as of Q2 2026.
  • Newbridge Financial Services Group bought 3,543 McDonald's shares in Q2 2026, an estimated $1.02M.
  • McDonald's made up 0.4% of Newbridge Financial Services Group's portfolio in Q2 2026, its #60 holding.
  • Newbridge Financial Services Group first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.