NorthRock Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.09M | Buy |
22,807
+1,274
| +6% | +$406K | 0.11% | 102 |
|
|
2025
Q4 | $6.58M | Sell |
21,533
-5,598
| -21% | -$1.71M | 0.11% | 101 |
|
|
2025
Q3 | $8.24M | Buy |
27,131
+7,650
| +39% | +$2.33M | 0.15% | 79 |
|
|
2025
Q2 | $5.78M | Sell |
19,481
-3,254
| -14% | -$1M | 0.15% | 67 |
|
|
2025
Q1 | $7.2M | Buy |
22,735
+797
| +4% | +$238K | 0.24% | 50 |
|
|
2024
Q4 | $6.36M | Sell |
21,938
-226
| -1% | -$67.4K | 0.21% | 56 |
|
|
2024
Q3 | $6.75M | Sell |
22,164
-80
| -0.4% | -$22.1K | 0.22% | 55 |
|
|
2024
Q2 | $5.67M | Sell |
22,244
-1,032
| -4% | -$274K | 0.21% | 59 |
|
|
2024
Q1 | $6.56M | Buy |
23,276
+559
| +2% | +$163K | 0.25% | 52 |
|
|
2023
Q4 | $6.74M | Buy |
22,717
+8,927
| +65% | +$2.43M | 0.28% | 51 |
|
|
2023
Q3 | $3.63M | Buy |
13,790
+296
| +2% | +$84.4K | 0.38% | 32 |
|
|
2023
Q2 | $4.03M | Sell |
13,494
-1,691
| -11% | -$491K | 0.44% | 28 |
|
|
2023
Q1 | $4.25M | Buy |
15,185
+1,361
| +10% | +$365K | 0.45% | 29 |
|
|
2022
Q4 | $3.64M | Sell |
13,824
-3,241
| -19% | -$855K | 0.41% | 31 |
|
|
2022
Q3 | $3.94M | Buy |
17,065
+220
| +1% | +$56.2K | 0.46% | 31 |
|
|
2022
Q2 | $4.16M | Buy |
16,845
+373
| +2% | +$91.9K | 0.43% | 28 |
|
|
2022
Q1 | $4.07M | Buy |
16,472
+3,832
| +30% | +$955K | 0.37% | 32 |
|
|
2021
Q4 | $3.39M | Buy |
12,640
+1,441
| +13% | +$364K | 0.25% | 39 |
|
|
2021
Q3 | $2.71M | Buy |
11,199
+740
| +7% | +$177K | 0.22% | 43 |
|
|
2021
Q2 | $2.42M | Buy |
10,459
+940
| +10% | +$219K | 0.2% | 45 |
|
|
2021
Q1 | $2.13M | Buy |
9,519
+104
| +1% | +$22.2K | 0.19% | 48 |
|
|
2020
Q4 | $2.02M | Sell |
9,415
-158
| -2% | -$34.4K | 0.2% | 50 |
|
|
2020
Q3 | $2.1M | Sell |
9,573
-11
| -0.1% | -$2.26K | 0.23% | 47 |
|
|
2020
Q2 | $1.77M | Buy |
9,584
+54
| +0.6% | +$9.9K | 0.21% | 52 |
|
|
2020
Q1 | $1.58M | Sell |
9,530
-723
| -7% | -$142K | 0.22% | 56 |
|
|
2019
Q4 | $2.03M | Buy |
10,253
+2,744
| +37% | +$544K | 0.21% | 64 |
|
|
2019
Q3 | $1.61M | Buy |
7,509
+4,101
| +120% | +$879K | 0.22% | 68 |
|
|
2019
Q2 | $707K | Buy |
3,408
+1,581
| +87% | +$313K | 0.2% | 26 |
|
|
2019
Q1 | $348K | Buy |
1,827
+19
| +1% | +$3.45K | 0.09% | 52 |
|
|
2018
Q4 | $321K | Buy |
1,808
+112
| +7% | +$19.9K | 0.1% | 58 |
|
|
2018
Q3 | $285K | Buy |
1,696
+17
| +1% | +$2.72K | 0.08% | 50 |
|
|
2018
Q2 | $263K | Buy |
1,679
+14
| +0.8% | +$2.27K | 0.09% | 48 |
|
|
2018
Q1 | $260K | Hold |
1,665
| – | – | 0.08% | 45 |
|
|
2017
Q4 | $287K | Hold |
1,665
| – | – | 0.09% | 44 |
|
|
2017
Q3 | $261K | Hold |
1,665
| – | – | 0.1% | 45 |
|
|
2017
Q2 | $255K | Sell |
1,665
-266
| -14% | -$38.4K | 0.11% | 44 |
|
|
2017
Q1 | $250K | Buy |
+1,931
| New | +$242K | 0.11% | 36 |
|
Other funds holding MCD
VCM
VPM
DAM
NorthRock Partners's MCD Position: Q1 2026 in Review
NorthRock Partners increased its McDonald's (MCD) stake by 5.9% in Q1 2026, buying an estimated $406K and bringing the position to 22,807 shares worth $7.09M. The position accounts for 0.11% of the portfolio, ranked #102.
NorthRock Partners first reported a position in MCD in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.24M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- NorthRock Partners held 22,807 shares of McDonald's worth $7.09M as of Q1 2026.
- NorthRock Partners bought 1,274 McDonald's shares in Q1 2026, an estimated $406K.
- McDonald's made up 0.11% of NorthRock Partners's portfolio in Q1 2026, its #102 holding.
- NorthRock Partners first reported a position in McDonald's in Q1 2017 and has held it in 37 quarters since.
- NorthRock Partners's McDonald's position peaked at $8.24M in Q3 2025.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.