Nicolet Bankshares’s McDonald's MCD Stock Holding History

Nicolet Bankshares’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 Q1	$5.35M	Buy	17,313 +11,221	+184%	+$3.57M	0.2%	89
2025 Q4	$1.86M	Sell	6,092 -1,568	-20%	-$480K	0.3%	52
2025 Q3	$2.33M	Buy	7,660 +134	+2%	+$40.8K	0.37%	40
2025 Q2	$2.2M	Sell	7,526 -224	-3%	-$69.1K	0.38%	41
2025 Q1	$2.42M	Sell	7,750 -484	-6%	-$145K	0.49%	33
2024 Q4	$2.39M	Buy	8,234 +76	+0.9%	+$22.7K	0.56%	34
2024 Q3	$2.48M	Sell	8,158 -417	-5%	-$115K	0.6%	32
2024 Q2	$2.19M	Sell	8,575 -19	-0.2%	-$5.04K	0.54%	35
2024 Q1	$2.42M	Sell	8,594 -128	-1%	-$37.2K	0.6%	35
2023 Q4	$2.59M	Buy	8,722 +68	+0.8%	+$18.5K	0.7%	30
2023 Q3	$2.28M	Sell	8,654 -1,518	-15%	-$433K	0.7%	28
2023 Q2	$2.52M	Buy	10,172 +1,524	+18%	+$443K	0.71%	28
2023 Q1	$1.89M	Buy	8,648 +35	+0.4%	+$9.38K	0.61%	32
2022 Q4	$1.77M	Buy	8,613 +139	+2%	+$36.7K	0.61%	34
2022 Q3	$1.96M	Sell	8,474 -61	-0.7%	-$15.6K	0.56%	30
2022 Q2	$2.11M	Sell	8,535 -18	-0.2%	-$4.43K	0.55%	32
2022 Q1	$2.12M	Buy	8,553 +811	+10%	+$202K	0.46%	40
2021 Q4	$2.08M	Buy	7,742 +114	+1%	+$28.8K	0.46%	41
2021 Q3	$1.84M	Buy	7,628 +189	+3%	+$45.1K	0.47%	38
2021 Q2	$1.72M	Buy	7,439 +218	+3%	+$50.7K	0.45%	42
2021 Q1	$1.62M	Buy	7,221 +490	+7%	+$105K	0.45%	38
2020 Q4	$1.44M	Sell	6,731 -261	-4%	-$56.8K	0.45%	36
2020 Q3	$1.53M	Sell	6,992 -336	-5%	-$69K	0.53%	35
2020 Q2	$1.35M	Sell	7,328 -255	-3%	-$46.8K	0.51%	37
2020 Q1	$1.25M	Buy	7,583 +15	+0.2%	+$2.96K	0.57%	33
2019 Q4	$1.5M	Sell	7,568 -51	-0.7%	-$10.1K	0.55%	39
2019 Q3	$1.64M	Buy	7,619 +125	+2%	+$26.8K	0.65%	30
2019 Q2	$1.56M	Sell	7,494 -47	-0.6%	-$9.31K	0.65%	32
2019 Q1	$1.43M	Sell	7,541 -99	-1%	-$18K	0.59%	31
2018 Q4	$1.36M	Sell	7,640 -276	-3%	-$48.9K	0.65%	30
2018 Q3	$1.32M	Sell	7,916 -50	-0.6%	-$8.01K	0.54%	36
2018 Q2	$1.25M	Sell	7,966 -68	-0.8%	-$11K	0.52%	34
2018 Q1	$1.26M	Sell	8,034 -334	-4%	-$54.9K	0.53%	34
2017 Q4	$1.44M	Sell	8,368 -836	-9%	-$140K	0.62%	29
2017 Q3	$1.44M	Sell	9,204 -493	-5%	-$77.3K	0.64%	26
2017 Q2	$1.49M	Buy	9,697 +915	+10%	+$132K	0.7%	25
2017 Q1	$1.14M	Buy	8,782 +1,167	+15%	+$146K	0.6%	34
2016 Q4	$927K	Sell	7,615 -120	-2%	-$14.1K	0.51%	38
2016 Q3	$892K	Buy	7,735 +74	+1%	+$8.77K	0.52%	37
2016 Q2	$922K	Buy	7,661 +376	+5%	+$47.1K	0.6%	31
2016 Q1	$916K	Hold	7,285	–	–	0.65%	27
2015 Q4	$902K	Buy	+7,285	New	+$815K	0.9%	25

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Nicolet Bankshares's MCD Position: Q1 2026 in Review

Nicolet Bankshares increased its McDonald's (MCD) stake by 184% in Q1 2026, buying an estimated $3.57M and bringing the position to 17,313 shares worth $5.35M. The position accounts for 0.2% of the portfolio, ranked #89.

Nicolet Bankshares first reported a position in MCD in Q4 2015 and has held it in 42 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Nicolet Bankshares held 17,313 shares of McDonald's worth $5.35M as of Q1 2026.
Nicolet Bankshares bought 11,221 McDonald's shares in Q1 2026, an estimated $3.57M.
McDonald's made up 0.2% of Nicolet Bankshares's portfolio in Q1 2026, its #89 holding.
Nicolet Bankshares first reported a position in McDonald's in Q4 2015 and has held it in 42 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.