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

NorthStar Asset Management (New Jersey)’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 Q1	$297K	Sell	957 -405	-30%	-$129K	0.14%	76
2025 Q4	$416K	Buy	1,362 +397	+41%	+$122K	0.19%	68
2025 Q3	$293K	Sell	965 -38	-4%	-$11.6K	0.14%	79
2025 Q2	$293K	Buy	1,003 +35	+4%	+$10.8K	0.15%	75
2025 Q1	$302K	Buy	968 +3	+0.3%	+$897	0.19%	66
2024 Q4	$280K	Buy	965 +1	+0.1%	+$298	0.18%	69
2024 Q3	$294K	Sell	964 -7	-0.7%	-$1.93K	0.2%	62
2024 Q2	$247K	Sell	971 -68	-7%	-$18K	0.17%	72
2024 Q1	$293K	Sell	1,039 -24	-2%	-$6.98K	0.22%	61
2023 Q4	$315K	Buy	+1,063	New	+$289K	0.29%	56

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s MCD Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its McDonald's (MCD) stake by 30% in Q1 2026, selling an estimated $129K and leaving 957 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #76.

NorthStar Asset Management (New Jersey) first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q4 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

NorthStar Asset Management (New Jersey) held 957 shares of McDonald's worth $297K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 405 McDonald's shares in Q1 2026, an estimated $129K.
McDonald's made up 0.14% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #76 holding.
NorthStar Asset Management (New Jersey) first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s McDonald's position peaked at $416K in Q4 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.