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NorthRock Partners’s McDonald's MCD Stock Holding History

NorthRock Partners’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
Q1 		– Sell
-200
Closed -$58K – 886
2024
Q4 		$58K Hold
200
– – ﹤0.01% 647
2024
Q3 		$60.9K Hold
200
– – ﹤0.01% 682
2024
Q2 		$51K Hold
200
– – ﹤0.01% 667
2024
Q1 		$56.4K Buy
+200
New +$58.2K ﹤0.01% 655

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NorthRock Partners's MCD Position: Q2 2026 in Review

NorthRock Partners increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $90K and bringing the position to 23,121 shares worth $6.25M. The position accounts for 0.09% of the portfolio, ranked #115.

NorthRock Partners first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.24M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • NorthRock Partners held 23,121 shares of McDonald's worth $6.25M as of Q2 2026.
  • NorthRock Partners bought 314 McDonald's shares in Q2 2026, an estimated $90K.
  • McDonald's made up 0.09% of NorthRock Partners's portfolio in Q2 2026, its #115 holding.
  • NorthRock Partners first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
  • NorthRock Partners's McDonald's position peaked at $8.24M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.