Northwest Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $258K | Buy |
954
+4
| +0.4% | +$1.15K | 0.03% | 220 |
|
|
2026
Q1 | $295K | Buy |
950
+2
| +0.2% | +$637 | 0.04% | 188 |
|
|
2025
Q4 | $290K | Sell |
948
-80
| -8% | -$24.5K | 0.05% | 191 |
|
|
2025
Q3 | $312K | Sell |
1,028
-106
| -9% | -$32.3K | 0.05% | 151 |
|
|
2025
Q2 | $331K | Buy |
1,134
+4
| +0.4% | +$1.23K | 0.06% | 137 |
|
|
2025
Q1 | $353K | Buy |
1,130
+4
| +0.4% | +$1.2K | 0.07% | 123 |
|
|
2024
Q4 | $326K | Sell |
1,126
-1
| -0.1% | -$298 | 0.07% | 120 |
|
|
2024
Q3 | $343K | Buy |
1,127
+5
| +0.4% | +$1.38K | 0.08% | 111 |
|
|
2024
Q2 | $286K | Buy |
1,122
+9
| +0.8% | +$2.39K | 0.07% | 124 |
|
|
2024
Q1 | $314K | Buy |
1,113
+4
| +0.4% | +$1.16K | 0.09% | 120 |
|
|
2023
Q4 | $329K | Buy |
1,109
+110
| +11% | +$29.9K | 0.1% | 116 |
|
|
2023
Q3 | $263K | Buy |
999
+3
| +0.3% | +$856 | 0.09% | 126 |
|
|
2023
Q2 | $297K | Buy |
996
+10
| +1% | +$2.9K | 0.11% | 116 |
|
|
2023
Q1 | $276K | Buy |
986
+30
| +3% | +$8.04K | 0.11% | 120 |
|
|
2022
Q4 | $252K | Sell |
956
-27
| -3% | -$7.12K | 0.11% | 118 |
|
|
2022
Q3 | $227K | Buy |
983
+9
| +0.9% | +$2.3K | 0.1% | 125 |
|
|
2022
Q2 | $240K | Buy |
974
+14
| +1% | +$3.45K | 0.1% | 124 |
|
|
2022
Q1 | $237K | Buy |
960
+16
| +2% | +$3.99K | 0.12% | 119 |
|
|
2021
Q4 | $253K | Sell |
944
-18
| -2% | -$4.54K | 0.12% | 106 |
|
|
2021
Q3 | $232K | Buy |
962
+3
| +0.3% | +$716 | 0.12% | 106 |
|
|
2021
Q2 | $222K | Buy |
959
+3
| +0.3% | +$698 | 0.12% | 114 |
|
|
2021
Q1 | $214K | Buy |
956
+2
| +0.2% | +$428 | 0.13% | 104 |
|
|
2020
Q4 | $205K | Sell |
954
-97
| -9% | -$21.1K | 0.14% | 103 |
|
|
2020
Q3 | $231K | Buy |
+1,051
| New | +$216K | 0.19% | 91 |
|
|
2020
Q1 | – | Sell |
-1,025
| Closed | -$203K | – | 106 |
|
|
2019
Q4 | $203K | Sell |
1,025
-3,878
| -79% | -$769K | 0.19% | 96 |
|
|
2019
Q3 | $1.05M | Hold |
4,903
| – | – | 0.86% | 33 |
|
|
2019
Q2 | $1.02M | Hold |
4,903
| – | – | 0.82% | 39 |
|
|
2019
Q1 | $931K | Hold |
4,903
| – | – | 0.7% | 39 |
|
|
2018
Q4 | $871K | Sell |
4,903
-950
| -16% | -$168K | 0.74% | 35 |
|
|
2018
Q3 | $979K | Buy |
5,853
+950
| +19% | +$152K | 0.73% | 34 |
|
|
2018
Q2 | $768K | Hold |
4,903
| – | – | 0.58% | 41 |
|
|
2018
Q1 | $767K | Buy |
4,903
+255
| +5% | +$42K | 0.57% | 42 |
|
|
2017
Q4 | $800K | Buy |
4,648
+24
| +0.5% | +$4.03K | 0.65% | 43 |
|
|
2017
Q3 | $724K | Sell |
4,624
-279
| -6% | -$43.7K | 1.01% | 26 |
|
|
2017
Q2 | $751K | Hold |
4,903
| – | – | 0.69% | 38 |
|
|
2017
Q1 | $635K | Hold |
4,903
| – | – | 0.59% | 40 |
|
|
2016
Q4 | $597K | Buy |
+4,903
| New | +$575K | 0.61% | 42 |
|
Other funds holding MCD
BPC
ECSS
TWC
Northwest Wealth Management's MCD Position: Q2 2026 in Review
Northwest Wealth Management increased its McDonald's (MCD) stake by 0.42% in Q2 2026, buying an estimated $1.15K and bringing the position to 954 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #220.
Northwest Wealth Management first reported a position in MCD in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.05M in Q3 2019. 1,512 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Northwest Wealth Management held 954 shares of McDonald's worth $258K as of Q2 2026.
- Northwest Wealth Management bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
- McDonald's made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #220 holding.
- Northwest Wealth Management first reported a position in McDonald's in Q4 2016 and has held it in 37 quarters since.
- Northwest Wealth Management's McDonald's position peaked at $1.05M in Q3 2019.
- 1,512 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.