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
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 $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 Quadrant Wealth Management's MCD Position: Q1 2026 in Review

Northwest Quadrant Wealth Management increased its McDonald's (MCD) stake by 0.61% in Q1 2026, buying an estimated $1.59K and bringing the position to 823 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #58.

Northwest Quadrant Wealth Management first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $326K in Q4 2021. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Northwest Quadrant Wealth Management held 823 shares of McDonald's worth $256K as of Q1 2026.
  • Northwest Quadrant Wealth Management bought 5 McDonald's shares in Q1 2026, an estimated $1.59K.
  • McDonald's made up 0.05% of Northwest Quadrant Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Northwest Quadrant Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • Northwest Quadrant Wealth Management's McDonald's position peaked at $326K in Q4 2021.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.