Apella Capital
MCD icon

Apella Capital’s McDonald's MCD Stock Holding History

Apella Capital’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
Q3 		$3.36M Buy
14,542
+1,395
+11% +$367K 0.04% 223
2026
Q2 		$3.71M Sell
13,147
-23
-0.2% -$6.6K 0.05% 197
2026
Q1 		$4.1M Buy
13,170
+2,326
+21% +$741K 0.06% 182
2025
Q4 		$3.31M Sell
10,844
-913
-8% -$280K 0.07% 163
2025
Q3 		$3.59M Sell
11,757
-193
-2% -$58.7K 0.08% 142
2025
Q2 		$3.51M Buy
11,950
+4,751
+66% +$1.46M 0.1% 127
2025
Q1 		$2.19M Buy
7,199
+1,356
+23% +$406K 0.08% 131
2024
Q4 		$1.69M Sell
5,843
-597
-9% -$178K 0.07% 127
2024
Q3 		$1.96M Buy
6,440
+780
+14% +$215K 0.08% 108
2024
Q2 		$1.39M Buy
5,660
+680
+14% +$180K 0.06% 128
2024
Q1 		$1.34M Sell
4,980
-101
-2% -$29.4K 0.07% 119
2023
Q4 		$1.48M Sell
5,081
-58
-1% -$15.8K 0.08% 109
2023
Q3 		$1.35M Buy
5,139
+64
+1% +$18.3K 0.1% 98
2023
Q2 		$1.51M Buy
+5,075
New +$1.47M 0.11% 94
2022
Q4 		$1.33M Buy
5,057
+404
+9% +$107K 0.12% 88
2022
Q3 		$1.07M Buy
4,653
+66
+1% +$16.9K 0.13% 95
2022
Q2 		$1.13M Buy
4,587
+143
+3% +$35.2K 0.14% 96
2022
Q1 		$1.1M Buy
4,444
+17
+0.4% +$4.24K 0.15% 85
2021
Q4 		$1.19M Hold
4,427
– – 0.15% 82
2021
Q3 		$1.07M Sell
4,427
-716
-14% -$171K 0.15% 93
2021
Q2 		$1.19M Sell
5,143
-3
-0.1% -$698 0.2% 83
2021
Q1 		$1.15M Buy
5,146
+4
+0.1% +$855 0.36% 53
2020
Q4 		$1.1M Sell
5,142
-699
-12% -$152K 0.39% 58
2020
Q3 		$1.28M Hold
5,841
– – 0.52% 46
2020
Q2 		$1.08M Hold
5,841
– – 0.5% 49
2020
Q1 		$966K Buy
+5,841
New +$1.15M 0.56% 48

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Apella Capital's MCD Position: Q3 2026 in Review

Apella Capital increased its McDonald's (MCD) stake by 11% in Q3 2026, buying an estimated $367K and bringing the position to 14,542 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #223.

Apella Capital first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.1M in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Apella Capital held 14,542 shares of McDonald's worth $3.36M as of Q3 2026.
  • Apella Capital bought 1,395 McDonald's shares in Q3 2026, an estimated $367K.
  • McDonald's made up 0.04% of Apella Capital's portfolio in Q3 2026, its #223 holding.
  • Apella Capital first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's McDonald's position peaked at $4.1M in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.