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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
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% +$4.57K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northstar Advisory Group's MCD Position: Q2 2026 in Review

Northstar Advisory Group reduced its McDonald's (MCD) stake by 48% in Q2 2026, selling an estimated $284K and leaving 1,090 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #105.

Northstar Advisory Group first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $793K in Q4 2021. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Northstar Advisory Group held 1,090 shares of McDonald's worth $295K as of Q2 2026.
  • Northstar Advisory Group sold 992 McDonald's shares in Q2 2026, an estimated $284K.
  • McDonald's made up 0.09% of Northstar Advisory Group's portfolio in Q2 2026, its #105 holding.
  • Northstar Advisory Group first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Northstar Advisory Group's McDonald's position peaked at $793K in Q4 2021.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.