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Caldwell Sutter Capital’s McDonald's MCD Stock Holding History

Caldwell Sutter 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
Q2 		$1M Buy
3,706
+172
+5% +$49.3K 0.38% 66
2026
Q1 		$1.1M Sell
3,534
-77
-2% -$24.5K 0.45% 59
2025
Q4 		$1.1M Sell
3,611
-62
-2% -$19K 0.47% 51
2025
Q3 		$1.12M Sell
3,673
-36
-1% -$11K 0.48% 56
2025
Q2 		$1.08M Sell
3,709
-16
-0.4% -$4.93K 0.5% 50
2025
Q1 		$1.16M Buy
3,725
+115
+3% +$34.4K 0.55% 47
2024
Q4 		$1.05M Buy
3,610
+264
+8% +$78.7K 0.49% 53
2024
Q3 		$1.02M Sell
3,346
-225
-6% -$62K 0.47% 54
2024
Q2 		$910K Sell
3,571
-232
-6% -$61.5K 0.45% 58
2024
Q1 		$1.07M Sell
3,803
-2
-0.1% -$582 0.52% 55
2023
Q4 		$1.13M Buy
3,805
+38
+1% +$10.3K 0.57% 50
2023
Q3 		$992K Sell
3,767
-214
-5% -$61K 0.55% 49
2023
Q2 		$1.19M Buy
3,981
+1,321
+50% +$384K 0.62% 41
2023
Q1 		$744K Buy
2,660
+620
+30% +$166K 0.54% 48
2022
Q4 		$538K Buy
+2,040
New +$538K 0.47% 57

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caldwell Sutter Capital's MCD Position: Q2 2026 in Review

Caldwell Sutter Capital increased its McDonald's (MCD) stake by 4.9% in Q2 2026, buying an estimated $49.3K and bringing the position to 3,706 shares worth $1M. The position accounts for 0.38% of the portfolio, ranked #66.

Caldwell Sutter Capital first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Caldwell Sutter Capital held 3,706 shares of McDonald's worth $1M as of Q2 2026.
  • Caldwell Sutter Capital bought 172 McDonald's shares in Q2 2026, an estimated $49.3K.
  • McDonald's made up 0.38% of Caldwell Sutter Capital's portfolio in Q2 2026, its #66 holding.
  • Caldwell Sutter Capital first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's McDonald's position peaked at $1.19M in Q2 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.