Northern Financial Advisors’s McDonald's MCD Stock Holding History

Northern Financial Advisors’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	$953K	Sell	3,526 -440	-11%	-$126K	0.63%	47
2026 Q1	$1.23M	Buy	3,966 +2,056	+108%	+$655K	0.9%	34
2025 Q4	$584K	Sell	1,910 -1,876	-50%	-$575K	0.67%	44
2025 Q3	$1.15M	Buy	3,786 +282	+8%	+$85.8K	0.6%	48
2025 Q2	$1.02M	Sell	3,504 -18	-0.5%	-$5.55K	0.77%	40
2025 Q1	$1.1M	Buy	3,522 +40	+1%	+$12K	0.91%	39
2024 Q4	$1.01M	Sell	3,482 -544	-14%	-$162K	0.81%	43
2024 Q3	$1.23M	Sell	4,026 -355	-8%	-$97.8K	0.93%	40
2024 Q2	$1.12M	Sell	4,381 -238	-5%	-$63.1K	0.9%	37
2024 Q1	$1.3M	Buy	4,619 +820	+22%	+$238K	1.02%	31
2023 Q4	$1.13M	Sell	3,799 -196	-5%	-$53.3K	0.95%	33
2023 Q3	$1.05M	Sell	3,995 -283	-7%	-$80.7K	0.96%	30
2023 Q2	$1.24M	Buy	4,278 +80	+2%	+$23.2K	1.09%	22
2023 Q1	$1.08M	Buy	4,198 +153	+4%	+$41K	1.02%	25
2022 Q4	$981K	Buy	+4,045	New	+$1.07M	1.11%	33

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Financial Advisors's MCD Position: Q2 2026 in Review

Northern Financial Advisors reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $126K and leaving 3,526 shares worth $953K. The position accounts for 0.63% of the portfolio, ranked #47.

Northern Financial Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q1 2024. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Northern Financial Advisors held 3,526 shares of McDonald's worth $953K as of Q2 2026.
Northern Financial Advisors sold 440 McDonald's shares in Q2 2026, an estimated $126K.
McDonald's made up 0.63% of Northern Financial Advisors's portfolio in Q2 2026, its #47 holding.
Northern Financial Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's McDonald's position peaked at $1.3M in Q1 2024.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.