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North Star Investment Management’s McDonald's MCD Stock Holding History

North Star Investment Management’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 		$5.83M Buy
18,758
+109
+0.6% +$34.7K 0.35% 59
2025
Q4 		$5.7M Buy
18,649
+318
+2% +$97.4K 0.36% 59
2025
Q3 		$5.57M Sell
18,331
-40
-0.2% -$12.2K 0.36% 58
2025
Q2 		$5.37M Buy
18,371
+111
+0.6% +$34.2K 0.37% 55
2025
Q1 		$5.7M Sell
18,260
-300
-2% -$89.7K 0.42% 49
2024
Q4 		$5.38M Sell
18,560
-1,666
-8% -$497K 0.37% 62
2024
Q3 		$6.16M Sell
20,226
-109
-0.5% -$30K 0.43% 58
2024
Q2 		$5.18M Sell
20,335
-677
-3% -$180K 0.38% 62
2024
Q1 		$5.92M Buy
21,012
+381
+2% +$111K 0.42% 60
2023
Q4 		$6.12M Sell
20,631
-53
-0.3% -$14.4K 0.47% 49
2023
Q3 		$5.45M Sell
20,684
-1,072
-5% -$306K 0.46% 52
2023
Q2 		$6.49M Sell
21,756
-19
-0.1% -$5.52K 0.53% 42
2023
Q1 		$6.09M Buy
21,775
+859
+4% +$230K 0.5% 48
2022
Q4 		$5.51M Buy
20,916
+195
+0.9% +$51.4K 0.49% 47
2022
Q3 		$4.78M Buy
20,721
+190
+0.9% +$48.6K 0.47% 52
2022
Q2 		$5.07M Sell
20,531
-233
-1% -$57.4K 0.46% 52
2022
Q1 		$5.13M Sell
20,764
-2,575
-11% -$641K 0.4% 62
2021
Q4 		$6.26M Buy
23,339
+216
+0.9% +$54.5K 0.44% 52
2021
Q3 		$5.58M Buy
23,123
+231
+1% +$55.1K 0.45% 55
2021
Q2 		$5.29M Buy
22,892
+3,048
+15% +$709K 0.42% 58
2021
Q1 		$4.45M Sell
19,844
-63
-0.3% -$13.5K 0.42% 64
2020
Q4 		$4.27M Buy
19,907
+40
+0.2% +$8.7K 0.44% 58
2020
Q3 		$4.36M Buy
19,867
+75
+0.4% +$15.4K 0.51% 52
2020
Q2 		$3.65M Sell
19,792
-838
-4% -$154K 0.48% 55
2020
Q1 		$3.41M Sell
20,630
-14,676
-42% -$2.89M 0.5% 51
2019
Q4 		$6.98M Sell
35,306
-1,561
-4% -$310K 0.73% 30
2019
Q3 		$7.92M Buy
36,867
+741
+2% +$159K 0.88% 21
2019
Q2 		$7.5M Sell
36,126
-310
-0.9% -$61.4K 0.87% 19
2019
Q1 		$6.92M Buy
36,436
+374
+1% +$67.9K 0.81% 24
2018
Q4 		$6.4M Sell
36,062
-321
-0.9% -$56.9K 0.84% 22
2018
Q3 		$6.09M Buy
36,383
+977
+3% +$157K 0.68% 30
2018
Q2 		$5.55M Buy
35,406
+220
+0.6% +$35.7K 0.64% 33
2018
Q1 		$5.5M Buy
35,186
+2,401
+7% +$395K 0.66% 34
2017
Q4 		$5.64M Buy
32,785
+308
+0.9% +$51.7K 0.68% 30
2017
Q3 		$5.09M Buy
32,477
+2,277
+8% +$357K 0.64% 36
2017
Q2 		$4.63M Sell
30,200
-976
-3% -$141K 0.62% 31
2017
Q1 		$4.04M Buy
31,176
+910
+3% +$114K 0.56% 40
2016
Q4 		$3.68M Buy
30,266
+1,515
+5% +$178K 0.55% 40
2016
Q3 		$3.32M Sell
28,751
-268
-0.9% -$31.8K 0.59% 42
2016
Q2 		$3.49M Buy
29,019
+470
+2% +$58.9K 0.64% 32
2016
Q1 		$3.59M Buy
28,549
+521
+2% +$62.3K 0.69% 28
2015
Q4 		$3.31M Sell
28,028
-128
-0.5% -$14.3K 0.64% 36
2015
Q3 		$2.77M Buy
28,156
+280
+1% +$27.3K 0.57% 45
2015
Q2 		$2.65M Sell
27,876
-294
-1% -$28.4K 0.49% 52
2015
Q1 		$2.75M Buy
28,170
+1,105
+4% +$105K 0.51% 49
2014
Q4 		$2.54M Sell
27,065
-1,047
-4% -$98K 0.48% 57
2014
Q3 		$2.67M Sell
28,112
-1,095
-4% -$104K 0.53% 50
2014
Q2 		$2.94M Buy
29,207
+84
+0.3% +$8.48K 0.59% 42
2014
Q1 		$2.85M Sell
29,123
-564
-2% -$53.9K 0.6% 42
2013
Q4 		$2.88M Buy
29,687
+1,849
+7% +$178K 0.63% 42
2013
Q3 		$2.68M Buy
27,838
+1,176
+4% +$115K 0.72% 38
2013
Q2 		$2.64M Buy
+26,662
New +$2.67M 0.68% 36

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

North Star Investment Management's MCD Position: Q1 2026 in Review

North Star Investment Management increased its McDonald's (MCD) stake by 0.58% in Q1 2026, buying an estimated $34.7K and bringing the position to 18,758 shares worth $5.83M. The position accounts for 0.35% of the portfolio, ranked #59.

North Star Investment Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.92M in Q3 2019. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • North Star Investment Management held 18,758 shares of McDonald's worth $5.83M as of Q1 2026.
  • North Star Investment Management bought 109 McDonald's shares in Q1 2026, an estimated $34.7K.
  • McDonald's made up 0.35% of North Star Investment Management's portfolio in Q1 2026, its #59 holding.
  • North Star Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • North Star Investment Management's McDonald's position peaked at $7.92M in Q3 2019.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.