NorthStar Asset Management (Massachusetts)’s McDonald's MCD Stock Holding History

NorthStar Asset Management (Massachusetts)’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	$304K	Sell	1,124 -149	-12%	-$42.7K	0.09%	70
2026 Q1	$396K	Hold	1,273	–	–	0.12%	58
2025 Q4	$389K	Sell	1,273 -145	-10%	-$44.4K	0.1%	60
2025 Q3	$431K	Buy	1,418 +725	+105%	+$221K	0.11%	51
2025 Q2	$202K	Sell	693 -2	-0.3%	-$617	0.06%	60
2025 Q1	$217K	Sell	695 -104	-13%	-$31.1K	0.06%	57
2024 Q4	$232K	Sell	799 -101	-11%	-$30.1K	0.06%	56
2024 Q3	$274K	Hold	900	–	–	0.07%	53
2024 Q2	$229K	Hold	900	–	–	0.06%	57
2024 Q1	$254K	Hold	900	–	–	0.04%	56
2023 Q4	$267K	Hold	900	–	–	0.08%	54
2023 Q3	$237K	Sell	900 -915	-50%	-$261K	0.08%	52
2023 Q2	$542K	Sell	1,815 -100	-5%	-$29.1K	0.16%	42
2023 Q1	$535K	Sell	1,915 -285	-13%	-$76.4K	0.16%	44
2022 Q4	$580K	Hold	2,200	–	–	0.19%	42
2022 Q3	$508K	Hold	2,200	–	–	0.18%	49
2022 Q2	$543K	Hold	2,200	–	–	0.18%	50
2022 Q1	$544K	Sell	2,200 -1,560	-41%	-$389K	0.15%	56
2021 Q4	$1.01M	Hold	3,760	–	–	0.25%	46
2021 Q3	$907K	Sell	3,760 -400	-10%	-$95.5K	0.24%	49
2021 Q2	$961K	Buy	+4,160	New	+$968K	0.26%	49

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s MCD Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 1,124 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #70.

NorthStar Asset Management (Massachusetts) first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

NorthStar Asset Management (Massachusetts) held 1,124 shares of McDonald's worth $304K as of Q2 2026.
NorthStar Asset Management (Massachusetts) sold 149 McDonald's shares in Q2 2026, an estimated $42.7K.
McDonald's made up 0.09% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #70 holding.
NorthStar Asset Management (Massachusetts) first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
NorthStar Asset Management (Massachusetts)'s McDonald's position peaked at $1.01M in Q4 2021.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.