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NorthAvenue LLC’s McDonald's MCD Stock Holding History

NorthAvenue LLC’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 		$11.4K Hold
42
– – 0.01% 151
2026
Q1 		$13.1K Hold
42
– – 0.01% 113
2025
Q4 		$12.8K Buy
+42
New +$12.9K 0.01% 118

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

NorthAvenue LLC's MCD Position: Q2 2026 in Review

NorthAvenue LLC held its McDonald's (MCD) position steady in Q2 2026 at 42 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #151.

NorthAvenue LLC first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q1 2026. 836 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • NorthAvenue LLC held 42 shares of McDonald's worth $11.4K as of Q2 2026.
  • NorthAvenue LLC left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #151 holding.
  • NorthAvenue LLC first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's McDonald's position peaked at $13.1K in Q1 2026.
  • 836 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.