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 Q2	$258K	Sell	953 -4	-0.4%	-$1.15K	0.1%	86
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 (New Jersey)'s MCD Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) reduced its McDonald's (MCD) stake by 0.42% in Q2 2026, selling an estimated $1.15K and leaving 953 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #86.

NorthStar Asset Management (New Jersey) first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $416K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

NorthStar Asset Management (New Jersey) held 953 shares of McDonald's worth $258K as of Q2 2026.
NorthStar Asset Management (New Jersey) sold 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.1% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #86 holding.
NorthStar Asset Management (New Jersey) first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
NorthStar Asset Management (New Jersey)'s McDonald's position peaked at $416K in Q4 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.