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Northwest Financial Advisors’s McDonald's MCD Stock Holding History

Northwest Financial Advisors’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 		– Sell
-1,626
Closed -$497K – 73
2025
Q4 		$497K Hold
1,626
– – 1.02% 30
2025
Q3 		$494K Hold
1,626
– – 0.63% 42
2025
Q2 		$475K Sell
1,626
-87
-5% -$26.8K 0.66% 42
2025
Q1 		$535K Hold
1,713
– – 0.44% 53
2024
Q4 		$496K Buy
1,713
+1
+0.1% +$298 0.41% 61
2024
Q3 		$521K Buy
1,712
+1
+0.1% +$276 0.41% 55
2024
Q2 		$436K Buy
1,711
+12
+0.7% +$3.18K 0.44% 55
2024
Q1 		$479K Buy
1,699
+1
+0.1% +$291 0.53% 47
2023
Q4 		$504K Buy
+1,698
New +$462K 0.43% 46

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Northwest Financial Advisors's MCD Position: Q1 2026 in Review

Northwest Financial Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,626 shares — an estimated $497K sold.

Northwest Financial Advisors first reported a position in MCD in Q4 2023 and held it in 9 quarters. The position peaked at $535K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Northwest Financial Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,626 McDonald's shares in Q1 2026, an estimated $497K.
  • Northwest Financial Advisors first reported a position in McDonald's in Q4 2023 and held it in 9 quarters.
  • Northwest Financial Advisors's McDonald's position peaked at $535K in Q1 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.