SEC 13F Intelligence

Northwest Financial Advisors / MCD

Northwest Financial Advisors’s Mcdonalds Corp Position

Does Northwest Financial Advisors own Mcdonalds Corp (MCD)? Not currently — the last reported position was 1.6K shares worth $497,093 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$497,093
Q4 2025
Shares
1.6K
% of Portfolio
+1.02%
Quarters Held
9
position exited

Position History MCD

Reported value by quarter
Q4 ’23: $503,526Q4 ’23Q1 ’24: $478,968Q2 ’24: $436,142Q2 ’24Q3 ’24: $521,323Q4 ’24: $496,469Q4 ’24Q1 ’25: $535,155Q2 ’25: $475,144Q2 ’25Q3 ’25: $494,233Q4 ’25: $497,093Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.6K$497,093+1.02%
Q3 20251.6K$494,233+0.63%
Q2 20251.6K$475,144+0.66%
Q1 20251.7K$535,155+0.44%
Q4 20241.7K$496,469+0.41%
Q3 20241.7K$521,323+0.41%
Q2 20241.7K$436,142+0.44%
Q1 20241.7K$478,968+0.53%
Q4 20231.7K$503,526+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of MCD.