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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
Q2 		$2.78M Buy
10,276
+84
+0.8% +$24.1K 0.73% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northcape Wealth Management's MCD Position: Q2 2026 in Review

Northcape Wealth Management increased its McDonald's (MCD) stake by 0.82% in Q2 2026, buying an estimated $24.1K and bringing the position to 10,276 shares worth $2.78M. The position accounts for 0.73% of the portfolio, ranked #49.

Northcape Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Northcape Wealth Management held 10,276 shares of McDonald's worth $2.78M as of Q2 2026.
  • Northcape Wealth Management bought 84 McDonald's shares in Q2 2026, an estimated $24.1K.
  • McDonald's made up 0.73% of Northcape Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Northcape Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's McDonald's position peaked at $3.4M in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.