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 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 $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

Northern Financial Advisors's MCD Position: Q1 2026 in Review

Northern Financial Advisors increased its McDonald's (MCD) stake by 108% in Q1 2026, buying an estimated $655K and bringing the position to 3,966 shares worth $1.23M. The position accounts for 0.9% of the portfolio, ranked #34.

Northern Financial Advisors first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Northern Financial Advisors held 3,966 shares of McDonald's worth $1.23M as of Q1 2026.
Northern Financial Advisors bought 2,056 McDonald's shares in Q1 2026, an estimated $655K.
McDonald's made up 0.9% of Northern Financial Advisors's portfolio in Q1 2026, its #34 holding.
Northern Financial Advisors first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's McDonald's position peaked at $1.3M in Q1 2024.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.