Cape Investment Advisory’s McDonald's MCD Stock Holding History

Cape Investment Advisory’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	$146K	Buy	+540	New	+$155K	0.04%	280
2026 Q1	–	Sell	-724	Closed	-$221K	–	785
2025 Q4	$221K	Buy	724 +475	+191%	+$145K	0.07%	203
2025 Q3	$75.7K	Sell	249 -616	-71%	-$187K	0.07%	185
2025 Q2	$253K	Buy	865 +117	+16%	+$36.1K	0.09%	165
2025 Q1	$234K	Sell	748 -35	-4%	-$10.5K	0.09%	160
2024 Q4	$227K	Sell	783 -50	-6%	-$14.9K	0.09%	161
2024 Q3	$254K	Sell	833 -43	-5%	-$11.9K	0.1%	145
2024 Q2	$223K	Sell	876 -434	-33%	-$115K	0.1%	141
2024 Q1	$369K	Sell	1,310 -525	-29%	-$153K	0.17%	95
2023 Q4	$544K	Buy	1,835 +919	+100%	+$250K	0.27%	71
2023 Q3	$241K	Sell	916 -162	-15%	-$46.2K	0.14%	112
2023 Q2	$322K	Buy	1,078 +355	+49%	+$103K	0.18%	95
2023 Q1	$202K	Buy	+723	New	+$194K	0.12%	123

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cape Investment Advisory's MCD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in McDonald's (MCD) in Q2 2026: 540 shares worth $146K. The stake represents 0.04% of the portfolio and ranks #280 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MCD as recently as Q4 2025.

Cape Investment Advisory first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $544K in Q4 2023. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cape Investment Advisory held 540 shares of McDonald's worth $146K as of Q2 2026.
McDonald's was a new Cape Investment Advisory position in Q2 2026.
McDonald's made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #280 holding.
Cape Investment Advisory first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's McDonald's position peaked at $544K in Q4 2023.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.