Northstar Advisory Group
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Northstar Advisory Group’s McDonald's MCD Stock Holding History

Northstar Advisory Group’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
Q3 		$252K Hold
1,090
– – 0.08% 104
2026
Q2 		$295K Sell
1,090
-992
-48% -$284K 0.09% 105
2026
Q1 		$647K Buy
2,082
+991
+91% +$316K 0.24% 71
2025
Q4 		$333K Sell
1,091
-20
-2% -$6.13K 0.12% 93
2025
Q3 		$338K Buy
1,111
+15
+1% +$4.56K 0.14% 92
2025
Q2 		$320K Hold
1,096
– – 0.16% 84
2025
Q1 		$342K Sell
1,096
-16
-1% -$4.79K 0.22% 78
2024
Q4 		$322K Buy
1,112
+116
+12% +$34.6K 0.16% 83
2024
Q3 		$303K Buy
996
+24
+2% +$6.62K 0.16% 84
2024
Q2 		$248K Buy
972
+11
+1% +$2.92K 0.14% 84
2024
Q1 		$258K Sell
961
-752
-44% -$219K 0.16% 81
2023
Q4 		$508K Sell
1,713
-10
-0.6% -$2.72K 0.3% 52
2023
Q3 		$454K Buy
1,723
+765
+80% +$218K 0.33% 58
2023
Q2 		$286K Buy
958
+18
+2% +$5.23K 0.19% 73
2023
Q1 		$263K Buy
940
+13
+1% +$3.48K 0.2% 73
2022
Q4 		$244K Hold
927
– – 0.19% 84
2022
Q3 		$214K Buy
927
+8
+0.9% +$2.04K 0.19% 79
2022
Q2 		$227K Sell
919
-2,060
-69% -$507K 0.17% 75
2022
Q1 		$737K Buy
2,979
+20
+0.7% +$4.98K 0.47% 50
2021
Q4 		$793K Buy
+2,959
New +$747K 0.47% 41
2021
Q3 		– Sell
-2,220
Closed -$513K – 87
2021
Q2 		$513K Buy
2,220
+228
+11% +$53.1K 0.32% 57
2021
Q1 		$446K Buy
1,992
+13
+0.7% +$2.78K 0.34% 54
2020
Q4 		$425K Buy
+1,979
New +$430K 0.36% 55

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Northstar Advisory Group's MCD Position: Q3 2026 in Review

Northstar Advisory Group held its McDonald's (MCD) position steady in Q3 2026 at 1,090 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #104.

Northstar Advisory Group first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $793K in Q4 2021. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Northstar Advisory Group held 1,090 shares of McDonald's worth $252K as of Q3 2026.
  • Northstar Advisory Group left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.08% of Northstar Advisory Group's portfolio in Q3 2026, its #104 holding.
  • Northstar Advisory Group first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Northstar Advisory Group's McDonald's position peaked at $793K in Q4 2021.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.