St. Nicholas Private Asset 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
$4.2M Sell
15,545
-60
-0.4% -$17.2K 3.66% 10
2026
Q1
$4.85M Hold
15,605
4.54% 10
2025
Q4
$4.77M Sell
15,605
-467
-3% -$143K 4.28% 9
2025
Q3
$4.88M Buy
16,072
+7
+0% +$2.13K 4.24% 9
2025
Q2
$4.69M Sell
16,065
-208
-1% -$64.1K 4.35% 9
2025
Q1
$5.08M Sell
16,273
-519
-3% -$155K 4.82% 6
2024
Q4
$4.87M Buy
+16,792
New +$5.01M 4.35% 9

Other funds holding MCD

St. Nicholas Private Asset Management's MCD Position: Q2 2026 in Review

St. Nicholas Private Asset Management reduced its McDonald's (MCD) stake by 0.38% in Q2 2026, selling an estimated $17.2K and leaving 15,545 shares worth $4.2M. The position accounts for 3.66% of the portfolio, ranked #10.

St. Nicholas Private Asset Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.08M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • St. Nicholas Private Asset Management held 15,545 shares of McDonald's worth $4.2M as of Q2 2026.
  • St. Nicholas Private Asset Management sold 60 McDonald's shares in Q2 2026, an estimated $17.2K.
  • McDonald's made up 3.66% of St. Nicholas Private Asset Management's portfolio in Q2 2026, its #10 holding.
  • St. Nicholas Private Asset Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • St. Nicholas Private Asset Management's McDonald's position peaked at $5.08M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on St. Nicholas Private Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.