NorthStar Asset Management (New Jersey)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
1,003
+35
| +4% | +$10.2K | 0.15% | 75 |
|
|
2025
Q1 | $302K | Buy |
968
+3
| +0.3% | +$937 | 0.19% | 66 |
|
|
2024
Q4 | $280K | Buy |
965
+1
| +0.1% | +$290 | 0.18% | 69 |
|
|
2024
Q3 | $294K | Sell |
964
-7
| -0.7% | -$2.13K | 0.2% | 62 |
|
|
2024
Q2 | $247K | Sell |
971
-68
| -7% | -$17.3K | 0.17% | 72 |
|
|
2024
Q1 | $293K | Sell |
1,039
-24
| -2% | -$6.77K | 0.22% | 61 |
|
|
2023
Q4 | $315K | Buy |
+1,063
| New | +$315K | 0.29% | 56 |
|