NorthCrest Asset Manangement’s McDonald's MCD Stock Holding History

NorthCrest Asset Manangement’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	$1.17M	Sell	4,248 -136	-3%	-$39K	0.03%	340
2026 Q1	$1.35M	Sell	4,384 -780	-15%	-$248K	0.04%	277
2025 Q4	$1.55M	Sell	5,164 -185	-3%	-$56.7K	0.03%	299
2025 Q3	$1.59M	Buy	5,349 +652	+14%	+$198K	0.04%	268
2025 Q2	$1.38M	Buy	4,697 +1,186	+34%	+$366K	0.04%	265
2025 Q1	$1.1M	Buy	3,511 +614	+21%	+$184K	0.03%	289
2024 Q4	$839K	Buy	2,897 +71	+3%	+$21.2K	0.03%	324
2024 Q3	$861K	Buy	2,826 +686	+32%	+$189K	0.03%	313
2024 Q2	$545K	Sell	2,140 -209	-9%	-$55.4K	0.02%	370
2024 Q1	$662K	Buy	2,349 +152	+7%	+$44.2K	0.02%	332
2023 Q4	$651K	Sell	2,197 -96	-4%	-$26.1K	0.02%	332
2023 Q3	$604K	Sell	2,293 -191	-8%	-$54.5K	0.02%	331
2023 Q2	$741K	Buy	2,484 +14	+0.6%	+$4.07K	0.03%	299
2023 Q1	$691K	Buy	+2,470	New	+$662K	0.03%	305

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NorthCrest Asset Manangement's MCD Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its McDonald's (MCD) stake by 3.1% in Q2 2026, selling an estimated $39K and leaving 4,248 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #340.

NorthCrest Asset Manangement first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.59M in Q3 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

NorthCrest Asset Manangement held 4,248 shares of McDonald's worth $1.17M as of Q2 2026.
NorthCrest Asset Manangement sold 136 McDonald's shares in Q2 2026, an estimated $39K.
McDonald's made up 0.03% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #340 holding.
NorthCrest Asset Manangement first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
NorthCrest Asset Manangement's McDonald's position peaked at $1.59M in Q3 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.