NQWM
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Northwest Quadrant Wealth Management’s McDonald's MCD Stock Holding History

Northwest Quadrant Wealth Management’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 		$221K Sell
818
-5
-0.6% -$1.43K 0.04% 75
2026
Q1 		$256K Buy
823
+5
+0.6% +$1.59K 0.05% 58
2025
Q4 		$250K Buy
818
+4
+0.5% +$1.23K 0.05% 61
2025
Q3 		$247K Buy
814
+5
+0.6% +$1.52K 0.05% 62
2025
Q2 		$236K Buy
809
+5
+0.6% +$1.54K 0.05% 63
2025
Q1 		$251K Sell
804
-83
-9% -$24.8K 0.06% 55
2024
Q4 		$257K Buy
887
+5
+0.6% +$1.49K 0.06% 60
2024
Q3 		$269K Buy
882
+3
+0.3% +$827 0.06% 52
2024
Q2 		$224K Buy
879
+5
+0.6% +$1.33K 0.06% 59
2024
Q1 		$246K Buy
874
+5
+0.6% +$1.45K 0.06% 54
2023
Q4 		$258K Buy
869
+5
+0.6% +$1.36K 0.07% 53
2023
Q3 		$227K Buy
864
+40
+5% +$11.4K 0.06% 56
2023
Q2 		$246K Sell
824
-296
-26% -$86K 0.07% 50
2023
Q1 		$313K Buy
1,120
+5
+0.4% +$1.34K 0.09% 41
2022
Q4 		$294K Buy
1,115
+5
+0.5% +$1.32K 0.09% 43
2022
Q3 		$256K Buy
1,110
+4
+0.4% +$1.02K 0.08% 45
2022
Q2 		$279K Buy
1,106
+5
+0.5% +$1.23K 0.09% 46
2022
Q1 		$272K Sell
1,101
-115
-9% -$28.6K 0.07% 51
2021
Q4 		$326K Buy
1,216
+5
+0.4% +$1.26K 0.09% 46
2021
Q3 		$296K Buy
1,211
+5
+0.4% +$1.19K 0.08% 47
2021
Q2 		$278K Buy
1,206
+5
+0.4% +$1.16K 0.08% 50
2021
Q1 		$269K Buy
1,201
+23
+2% +$4.92K 0.08% 48
2020
Q4 		$249K Buy
1,178
+5
+0.4% +$1.09K 0.08% 50
2020
Q3 		$256K Buy
1,173
+4
+0.3% +$821 0.1% 47
2020
Q2 		$214K Buy
1,169
+25
+2% +$4.58K 0.09% 51
2020
Q1 		$207K Buy
+1,144
New +$225K 0.09% 53
2019
Q4 		– Sell
-1,291
Closed -$271K – 68
2019
Q3 		$271K Buy
+1,291
New +$277K 0.12% 54

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northwest Quadrant Wealth Management's MCD Position: Q2 2026 in Review

Northwest Quadrant Wealth Management reduced its McDonald's (MCD) stake by 0.61% in Q2 2026, selling an estimated $1.43K and leaving 818 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #75.

Northwest Quadrant Wealth Management first reported a position in MCD in Q3 2019 and has held it in 27 quarters since. The position peaked at $326K in Q4 2021. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Northwest Quadrant Wealth Management held 818 shares of McDonald's worth $221K as of Q2 2026.
  • Northwest Quadrant Wealth Management sold 5 McDonald's shares in Q2 2026, an estimated $1.43K.
  • McDonald's made up 0.04% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Northwest Quadrant Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 27 quarters since.
  • Northwest Quadrant Wealth Management's McDonald's position peaked at $326K in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.