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Nicolet Advisory Services’s McDonald's MCD Stock Holding History

Nicolet Advisory 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
2025
Q4 		$2.58M Buy
8,412
+1,086
+15% +$333K 0.17% 69
2025
Q3 		$2.17M Buy
7,326
+204
+3% +$62.1K 0.17% 74
2025
Q2 		$2.16M Sell
7,122
-489
-6% -$151K 0.18% 70
2025
Q1 		$2.34M Sell
7,611
-113
-1% -$33.8K 0.23% 55
2024
Q4 		$2.18M Buy
7,724
+605
+8% +$180K 0.2% 62
2024
Q3 		$2.16M Sell
7,119
-349
-5% -$96.2K 0.2% 58
2024
Q2 		$1.87M Buy
7,468
+524
+8% +$139K 0.18% 65
2024
Q1 		$1.87M Buy
6,944
+331
+5% +$96.3K 0.19% 63
2023
Q4 		$1.91M Buy
6,613
+69
+1% +$18.8K 0.21% 60
2023
Q3 		$1.67M Buy
6,544
+552
+9% +$157K 0.19% 67
2023
Q2 		$1.77M Buy
5,992
+1,061
+22% +$308K 0.19% 64
2023
Q1 		$1.4M Buy
4,931
+1,141
+30% +$306K 0.16% 72
2022
Q4 		$1.02M Buy
3,790
+578
+18% +$152K 0.13% 74
2022
Q3 		$755K Buy
3,212
+546
+20% +$140K 0.12% 70
2022
Q2 		$674K Buy
2,666
+432
+19% +$106K 0.1% 82
2022
Q1 		$562K Sell
2,234
-73
-3% -$18.2K 0.07% 98
2021
Q4 		$618K Sell
2,307
-381
-14% -$96.2K 0.08% 94
2021
Q3 		$649K Buy
2,688
+120
+5% +$28.6K 0.08% 96
2021
Q2 		$593K Buy
2,568
+52
+2% +$12.1K 0.08% 100
2021
Q1 		$564K Sell
2,516
-253
-9% -$54.1K 0.08% 97
2020
Q4 		$594K Sell
2,769
-358
-11% -$77.8K 0.08% 89
2020
Q3 		$686K Sell
3,127
-2,467
-44% -$506K 0.11% 77
2020
Q2 		$1.03M Buy
5,594
+437
+8% +$80.1K 0.16% 71
2020
Q1 		$853K Buy
5,157
+2,848
+123% +$561K 0.15% 81
2019
Q4 		$456K Buy
2,309
+20
+0.9% +$3.97K 0.07% 108
2019
Q3 		$491K Buy
2,289
+45
+2% +$9.65K 0.07% 96
2019
Q2 		$466K Buy
2,244
+27
+1% +$5.35K 0.07% 89
2019
Q1 		$421K Buy
+2,217
New +$402K 0.07% 91

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nicolet Advisory Services's MCD Position: Q4 2025 in Review

Nicolet Advisory Services increased its McDonald's (MCD) stake by 15% in Q4 2025, buying an estimated $333K and bringing the position to 8,412 shares worth $2.58M. The position accounts for 0.17% of the portfolio, ranked #69.

Nicolet Advisory Services first reported a position in MCD in Q1 2019 and has held it in 28 quarters since. 3,584 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Nicolet Advisory Services held 8,412 shares of McDonald's worth $2.58M as of Q4 2025.
  • Nicolet Advisory Services bought 1,086 McDonald's shares in Q4 2025, an estimated $333K.
  • McDonald's made up 0.17% of Nicolet Advisory Services's portfolio in Q4 2025, its #69 holding.
  • Nicolet Advisory Services first reported a position in McDonald's in Q1 2019 and has held it in 28 quarters since.
  • 3,584 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.