NPPM
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North Point Portfolio Managers’s McDonald's MCD Stock Holding History

North Point Portfolio Managers’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
Q3 		$636K Buy
2,752
+209
+8% +$55K 0.11% 51
2026
Q2 		$687K Hold
2,543
– – 0.11% 50
2026
Q1 		$790K Hold
2,543
– – 0.14% 47
2025
Q4 		$777K Hold
2,543
– – 0.13% 46
2025
Q3 		$773K Hold
2,543
– – 0.13% 46
2025
Q2 		$743K Hold
2,543
– – 0.13% 47
2025
Q1 		$794K Buy
2,543
+689
+37% +$206K 0.14% 45
2024
Q4 		$537K Sell
1,854
-1,419
-43% -$423K 0.09% 50
2024
Q3 		$997K Buy
3,273
+1,299
+66% +$358K 0.16% 47
2024
Q2 		$503K Buy
1,974
+419
+27% +$111K 0.09% 50
2024
Q1 		$438K Hold
1,555
– – 0.07% 49
2023
Q4 		$461K Buy
1,555
+100
+7% +$27.2K 0.08% 47
2023
Q3 		$383K Hold
1,455
– – 0.08% 45
2023
Q2 		$434K Hold
1,455
– – 0.09% 44
2023
Q1 		$407K Hold
1,455
– – 0.06% 48
2022
Q4 		$383K Sell
1,455
-315
-18% -$83.1K 0.06% 49
2022
Q3 		$408K Sell
1,770
-315
-15% -$80.5K 0.08% 48
2022
Q2 		$515K Hold
2,085
– – 0.09% 46
2022
Q1 		$516K Sell
2,085
-10
-0.5% -$2.49K 0.08% 47
2021
Q4 		$562K Buy
2,095
+28
+1% +$7.07K 0.07% 46
2021
Q3 		$498K Buy
2,067
+177
+9% +$42.2K 0.07% 46
2021
Q2 		$437K Buy
1,890
+53
+3% +$12.3K 0.06% 50
2021
Q1 		$412K Buy
1,837
+720
+64% +$154K 0.06% 50
2020
Q4 		$240K Hold
1,117
– – 0.04% 66
2020
Q3 		$245K Buy
1,117
+30
+3% +$6.16K 0.04% 57
2020
Q2 		$201K Buy
+1,087
New +$199K 0.04% 65
2020
Q1 		– Sell
-1,087
Closed -$215K – 71
2019
Q4 		$215K Hold
1,087
– – 0.04% 70
2019
Q3 		$233K Hold
1,087
– – 0.04% 60
2019
Q2 		$226K Hold
1,087
– – 0.04% 65
2019
Q1 		$206K Buy
+1,087
New +$197K 0.04% 72
2018
Q1 		– Sell
-1,206
Closed -$208K – 85
2017
Q4 		$208K Buy
+1,206
New +$203K 0.04% 81

Other funds holding MCD

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

North Point Portfolio Managers's MCD Position: Q3 2026 in Review

North Point Portfolio Managers increased its McDonald's (MCD) stake by 8.2% in Q3 2026, buying an estimated $55K and bringing the position to 2,752 shares worth $636K. The position accounts for 0.11% of the portfolio, ranked #51.

North Point Portfolio Managers first reported a position in MCD in Q4 2017 and has held it in 31 quarters since. The position peaked at $997K in Q3 2024. 472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • North Point Portfolio Managers held 2,752 shares of McDonald's worth $636K as of Q3 2026.
  • North Point Portfolio Managers bought 209 McDonald's shares in Q3 2026, an estimated $55K.
  • McDonald's made up 0.11% of North Point Portfolio Managers's portfolio in Q3 2026, its #51 holding.
  • North Point Portfolio Managers first reported a position in McDonald's in Q4 2017 and has held it in 31 quarters since.
  • North Point Portfolio Managers's McDonald's position peaked at $997K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.