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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

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.