Northeast Financial Consultants’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Sell |
2,747
-4,761
| -63% | -$1.47M | 0.03% | 170 |
|
|
2025
Q1 | $2.35M | Buy |
7,508
+22
| +0.3% | +$6.58K | 0.1% | 99 |
|
|
2024
Q4 | $2.17M | Buy |
7,486
+34
| +0.5% | +$10.1K | 0.09% | 101 |
|
|
2024
Q3 | $2.27M | Buy |
7,452
+56
| +0.8% | +$15.4K | 0.1% | 96 |
|
|
2024
Q2 | $1.88M | Buy |
7,396
+24
| +0.3% | +$6.37K | 0.09% | 102 |
|
|
2024
Q1 | $2.08M | Buy |
7,372
+172
| +2% | +$50K | 0.1% | 102 |
|
|
2023
Q4 | $2.13M | Buy |
7,200
+21
| +0.3% | +$5.72K | 0.12% | 98 |
|
|
2023
Q3 | $1.89M | Buy |
7,179
+20
| +0.3% | +$5.7K | 0.12% | 102 |
|
|
2023
Q2 | $2.14M | Sell |
7,159
-44
| -0.6% | -$12.8K | 0.13% | 96 |
|
|
2023
Q1 | $2.01M | Sell |
7,203
-8
| -0.1% | -$2.14K | 0.13% | 99 |
|
|
2022
Q4 | $1.9M | Buy |
7,211
+3
| +0% | +$791 | 0.13% | 101 |
|
|
2022
Q3 | $1.66M | Buy |
7,208
+19
| +0.3% | +$4.86K | 0.12% | 103 |
|
|
2022
Q2 | $1.77M | Sell |
7,189
-72
| -1% | -$17.7K | 0.12% | 100 |
|
|
2022
Q1 | $1.79M | Buy |
7,261
+113
| +2% | +$28.1K | 0.1% | 115 |
|
|
2021
Q4 | $1.92M | Sell |
7,148
-40
| -0.6% | -$10.1K | 0.12% | 96 |
|
|
2021
Q3 | $1.73M | Sell |
7,188
-482
| -6% | -$115K | 0.12% | 105 |
|
|
2021
Q2 | $1.77M | Buy |
7,670
+519
| +7% | +$121K | 0.12% | 106 |
|
|
2021
Q1 | $1.6M | Buy |
7,151
+78
| +1% | +$16.7K | 0.12% | 100 |
|
|
2020
Q4 | $1.52M | Sell |
7,073
-530
| -7% | -$115K | 0.13% | 101 |
|
|
2020
Q3 | $1.67M | Sell |
7,603
-7,125
| -48% | -$1.46M | 0.15% | 86 |
|
|
2020
Q2 | $2.72M | Buy |
14,728
+68
| +0.5% | +$12.5K | 0.26% | 53 |
|
|
2020
Q1 | $2.42M | Buy |
14,660
+81
| +0.6% | +$16K | 0.27% | 60 |
|
|
2019
Q4 | $2.88M | Buy |
14,579
+65
| +0.4% | +$12.9K | 0.26% | 68 |
|
|
2019
Q3 | $3.12M | Buy |
14,514
+57
| +0.4% | +$12.2K | 0.32% | 65 |
|
|
2019
Q2 | $3M | Buy |
14,457
+58
| +0.4% | +$11.5K | 0.31% | 59 |
|
|
2019
Q1 | $2.73M | Buy |
14,399
+40
| +0.3% | +$7.26K | 0.3% | 56 |
|
|
2018
Q4 | $2.55M | Buy |
14,359
+11,259
| +363% | +$2M | 0.36% | 51 |
|
|
2018
Q3 | $518K | Hold |
3,100
| – | – | 0.14% | 86 |
|
|
2018
Q2 | $485K | Hold |
3,100
| – | – | 0.15% | 89 |
|
|
2018
Q1 | $484K | Hold |
3,100
| – | – | 0.16% | 89 |
|
|
2017
Q4 | $533K | Hold |
3,100
| – | – | 0.18% | 88 |
|
|
2017
Q3 | $486K | Buy |
+3,100
| New | +$486K | 0.18% | 87 |
|
|
2015
Q1 | – | Sell |
-2,185
| Closed | -$205K | – | 143 |
|
|
2014
Q4 | $205K | Sell |
2,185
-310
| -12% | -$29K | 0.11% | 125 |
|
|
2014
Q3 | $237K | Hold |
2,495
| – | – | 0.13% | 115 |
|
|
2014
Q2 | $251K | Sell |
2,495
-2,000
| -44% | -$202K | 0.14% | 104 |
|
|
2014
Q1 | $441K | Sell |
4,495
-1,000
| -18% | -$95.6K | 0.26% | 74 |
|
|
2013
Q4 | $533K | Buy |
+5,495
| New | +$528K | 0.36% | 56 |
|
Other funds holding MCD
BC
Northeast Financial Consultants's MCD Position: Q2 2025 in Review
Northeast Financial Consultants reduced its McDonald's (MCD) stake by 63% in Q2 2025, selling an estimated $1.47M and leaving 2,747 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #170.
Northeast Financial Consultants first reported a position in MCD in Q4 2013 and has held it in 37 quarters since. The position peaked at $3.12M in Q3 2019. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.
- Northeast Financial Consultants held 2,747 shares of McDonald's worth $803K as of Q2 2025.
- Northeast Financial Consultants sold 4,761 McDonald's shares in Q2 2025, an estimated $1.47M.
- McDonald's made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #170 holding.
- Northeast Financial Consultants first reported a position in McDonald's in Q4 2013 and has held it in 37 quarters since.
- Northeast Financial Consultants's McDonald's position peaked at $3.12M in Q3 2019.
- 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.