Northeast Financial Group’s McDonald's MCD Stock Holding History

Northeast Financial Group’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	$236K	Sell	760 -10	-1%	-$3.19K	0.06%	79
2025 Q4	$235K	Hold	770	–	–	0.05%	88
2025 Q3	$234K	Sell	770 -11	-1%	-$3.35K	0.06%	80
2025 Q2	$228K	Sell	781 -50	-6%	-$15.4K	0.07%	87
2025 Q1	$260K	Hold	831	–	–	0.09%	76
2024 Q4	$241K	Buy	831 +17	+2%	+$5.07K	0.09%	78
2024 Q3	$248K	Hold	814	–	–	0.09%	68
2024 Q2	$207K	Hold	814	–	–	0.09%	69
2024 Q1	$230K	Hold	814	–	–	0.1%	67
2023 Q4	$241K	Sell	814 -52	-6%	-$14.2K	0.12%	67
2023 Q3	$228K	Sell	866 -23	-3%	-$6.56K	0.14%	61
2023 Q2	$265K	Buy	+889	New	+$258K	0.17%	58
2022 Q2	–	Sell	-978	Closed	-$242K	–	41
2022 Q1	$242K	Hold	978	–	–	0.17%	38
2021 Q4	$262K	Hold	978	–	–	0.15%	40
2021 Q3	$236K	Hold	978	–	–	0.15%	36
2021 Q2	$226K	Hold	978	–	–	0.15%	44
2021 Q1	$219K	Hold	978	–	–	0.15%	43
2020 Q4	$210K	Buy	+978	New	+$213K	0.16%	44

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northeast Financial Group's MCD Position: Q1 2026 in Review

Northeast Financial Group reduced its McDonald's (MCD) stake by 1.3% in Q1 2026, selling an estimated $3.19K and leaving 760 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #79.

Northeast Financial Group first reported a position in MCD in Q4 2020 and has held it in 18 quarters since. The position peaked at $265K in Q2 2023. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Northeast Financial Group held 760 shares of McDonald's worth $236K as of Q1 2026.
Northeast Financial Group sold 10 McDonald's shares in Q1 2026, an estimated $3.19K.
McDonald's made up 0.06% of Northeast Financial Group's portfolio in Q1 2026, its #79 holding.
Northeast Financial Group first reported a position in McDonald's in Q4 2020 and has held it in 18 quarters since.
Northeast Financial Group's McDonald's position peaked at $265K in Q2 2023.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.