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

NorthStar Asset Management (Pennsylvania)’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	$1.57M	Hold	5,056	–	–	0.35%	56
2025 Q4	$1.55M	Hold	5,056	–	–	0.33%	58
2025 Q3	$1.54M	Hold	5,056	–	–	0.33%	57
2025 Q2	$1.48M	Hold	5,056	–	–	0.34%	57
2025 Q1	$1.58M	Buy	5,056 +50	+1%	+$15K	0.38%	55
2024 Q4	$1.45M	Buy	5,006 +45	+0.9%	+$13.4K	0.33%	57
2024 Q3	$1.51M	Sell	4,961 -80	-2%	-$22.1K	0.35%	58
2024 Q2	$1.28M	Buy	5,041 +90	+2%	+$23.9K	0.31%	60
2024 Q1	$1.4M	Buy	4,951 +95	+2%	+$27.6K	0.34%	62
2023 Q4	$1.44M	Buy	4,856 +80	+2%	+$21.8K	0.38%	59
2023 Q3	$1.26M	Buy	4,776 +260	+6%	+$74.2K	0.36%	59
2023 Q2	$1.35M	Buy	4,516 +20	+0.4%	+$5.81K	0.37%	61
2023 Q1	$1.26M	Sell	4,496 -80	-2%	-$21.4K	0.37%	61
2022 Q4	$1.21M	Sell	4,576 -200	-4%	-$52.8K	0.38%	55
2022 Q3	$1.1M	Hold	4,776	–	–	0.37%	58
2022 Q2	$1.18M	Sell	4,776 -10	-0.2%	-$2.46K	0.37%	61
2022 Q1	$1.18M	Buy	4,786 +45	+0.9%	+$11.2K	0.3%	66
2021 Q4	$1.27M	Buy	4,741 +375	+9%	+$94.7K	0.3%	68
2021 Q3	$1.05M	Buy	4,366 +50	+1%	+$11.9K	0.28%	69
2021 Q2	$997K	Sell	4,316 -150	-3%	-$34.9K	0.26%	70
2021 Q1	$1M	Buy	4,466 +375	+9%	+$80.2K	0.28%	70
2020 Q4	$878K	Buy	4,091 +150	+4%	+$32.6K	0.25%	71
2020 Q3	$865K	Buy	3,941 +250	+7%	+$51.3K	0.28%	69
2020 Q2	$681K	Buy	3,691 +100	+3%	+$18.3K	0.24%	69
2020 Q1	$594K	Buy	3,591 +300	+9%	+$59.1K	0.27%	67
2019 Q4	$650K	Sell	3,291 -3,407	-51%	-$676K	0.24%	73
2019 Q3	$1.44M	Buy	6,698 +50	+0.8%	+$10.7K	0.56%	50
2019 Q2	$1.38M	Buy	6,648 +25	+0.4%	+$4.95K	0.54%	50
2019 Q1	$1.26M	Sell	6,623 -675	-9%	-$122K	0.51%	49
2018 Q4	$1.3M	Hold	7,298	–	–	0.61%	46
2018 Q3	$1.22M	Buy	7,298 +470	+7%	+$75.3K	0.47%	57
2018 Q2	$1.07M	Buy	6,828 +55	+0.8%	+$8.92K	0.44%	58
2018 Q1	$1.06M	Sell	6,773 -500	-7%	-$82.3K	0.44%	59
2017 Q4	$1.25M	Hold	7,273	–	–	0.52%	53
2017 Q3	$1.14M	Hold	7,273	–	–	0.5%	56
2017 Q2	$1.11M	Hold	7,273	–	–	0.5%	55
2017 Q1	$943K	Hold	7,273	–	–	0.42%	62
2016 Q4	$885K	Hold	7,273	–	–	0.4%	61
2016 Q3	$839K	Hold	7,273	–	–	0.35%	64
2016 Q2	$875K	Hold	7,273	–	–	0.36%	61
2016 Q1	$914K	Sell	7,273 -300	-4%	-$35.9K	0.39%	60
2015 Q4	$895K	Hold	7,573	–	–	0.38%	58
2015 Q3	$746K	Hold	7,573	–	–	0.33%	63
2015 Q2	$720K	Hold	7,573	–	–	0.3%	65
2015 Q1	$738K	Hold	7,573	–	–	0.32%	65
2014 Q4	$710K	Hold	7,573	–	–	0.31%	66
2014 Q3	$718K	Sell	7,573 -136	-2%	-$13K	0.31%	65
2014 Q2	$777K	Hold	7,709	–	–	0.33%	62
2014 Q1	$756K	Hold	7,709	–	–	0.35%	56
2013 Q4	$748K	Buy	7,709 +940	+14%	+$90.3K	0.35%	53
2013 Q3	$651K	Buy	6,769 +436	+7%	+$42.6K	0.33%	50
2013 Q2	$627K	Buy	+6,333	New	+$634K	0.27%	65

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 $137B AUM 18.02% 1-Year Est. Return

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

NorthStar Asset Management (Pennsylvania) held its McDonald's (MCD) position steady in Q1 2026 at 5,056 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #56.

NorthStar Asset Management (Pennsylvania) first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.58M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

NorthStar Asset Management (Pennsylvania) held 5,056 shares of McDonald's worth $1.57M as of Q1 2026.
NorthStar Asset Management (Pennsylvania) left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.35% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q1 2026, its #56 holding.
NorthStar Asset Management (Pennsylvania) first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
NorthStar Asset Management (Pennsylvania)'s McDonald's position peaked at $1.58M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2026, filed 23 Apr 2026.