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Northcape Wealth Management’s McDonald's MCD Stock Holding History

Northcape Wealth 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 		$3.17M Buy
10,192
+96
+1% +$30.6K 0.86% 38
2025
Q4 		$3.09M Buy
10,096
+83
+0.8% +$25.4K 0.87% 35
2025
Q3 		$3.04M Buy
10,013
+177
+2% +$53.9K 0.89% 38
2025
Q2 		$2.87M Buy
9,836
+86
+0.9% +$26.5K 0.88% 38
2025
Q1 		$3.05M Buy
9,750
+54
+0.6% +$16.2K 0.98% 32
2024
Q4 		$2.81M Buy
9,696
+2
+0% +$596 0.91% 37
2024
Q3 		$2.95M Buy
9,694
+171
+2% +$47.1K 0.97% 36
2024
Q2 		$2.43M Buy
9,523
+4
+0% +$1.06K 0.87% 40
2024
Q1 		$2.68M Sell
9,519
-100
-1% -$29.1K 0.98% 37
2023
Q4 		$2.85M Sell
9,619
-51
-0.5% -$13.9K 1.03% 31
2023
Q3 		$2.55M Sell
9,670
-214
-2% -$61K 0.98% 36
2023
Q2 		$2.95M Sell
9,884
-1,758
-15% -$511K 1.06% 32
2023
Q1 		$3.26M Buy
11,642
+2,915
+33% +$781K 1.18% 24
2022
Q4 		$2.3M Sell
8,727
-4,393
-33% -$1.16M 1.28% 29
2022
Q3 		$3.03M Buy
13,120
+431
+3% +$110K 1.08% 27
2022
Q2 		$3.13M Sell
12,689
-351
-3% -$86.4K 1.2% 24
2022
Q1 		$3.22M Buy
13,040
+358
+3% +$89.2K 0.94% 33
2021
Q4 		$3.4M Buy
+12,682
New +$3.2M 1.15% 28

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

Northcape Wealth Management's MCD Position: Q1 2026 in Review

Northcape Wealth Management increased its McDonald's (MCD) stake by 0.95% in Q1 2026, buying an estimated $30.6K and bringing the position to 10,192 shares worth $3.17M. The position accounts for 0.86% of the portfolio, ranked #38.

Northcape Wealth Management first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.4M in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Northcape Wealth Management held 10,192 shares of McDonald's worth $3.17M as of Q1 2026.
  • Northcape Wealth Management bought 96 McDonald's shares in Q1 2026, an estimated $30.6K.
  • McDonald's made up 0.86% of Northcape Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Northcape Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Northcape Wealth Management's McDonald's position peaked at $3.4M in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.