Northern Capital Management (Washington)’s McDonald's MCD Stock Holding History

Northern Capital Management (Washington)’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
2025 Q2	–	Sell	-653	Closed	-$204K	–	46
2025 Q1	$204K	Buy	+653	New	+$195K	0.13%	43
2023 Q3	–	Sell	-1,016	Closed	-$303K	–	37
2023 Q2	$303K	Sell	1,016 -83	-8%	-$24.1K	0.23%	32
2023 Q1	$307K	Hold	1,099	–	–	0.26%	30
2022 Q4	$290K	Sell	1,099 -75	-6%	-$19.8K	0.28%	31
2022 Q3	$271K	Sell	1,174 -3	-0.3%	-$767	0.28%	28
2022 Q2	$291K	Sell	1,177 -87	-7%	-$21.4K	0.28%	28
2022 Q1	$313K	Buy	1,264 +387	+44%	+$96.4K	0.26%	30
2021 Q4	$235K	Buy	+877	New	+$221K	0.19%	38

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Capital Management (Washington)'s MCD Position: Q2 2025 in Review

Northern Capital Management (Washington) sold out of McDonald's (MCD) in Q2 2025, closing a stake of 653 shares — an estimated $204K sold.

Northern Capital Management (Washington) first reported a position in MCD in Q4 2021 and held it in 8 quarters. The position peaked at $313K in Q1 2022. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Northern Capital Management (Washington) reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Northern Capital Management (Washington) sold 653 McDonald's shares in Q2 2025, an estimated $204K.
Northern Capital Management (Washington) first reported a position in McDonald's in Q4 2021 and held it in 8 quarters.
Northern Capital Management (Washington)'s McDonald's position peaked at $313K in Q1 2022.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2025, filed 29 Jul 2025.