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Capital Advisors Ltd’s McDonald's MCD Stock Holding History

Capital Advisors Ltd’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 		$392K Sell
1,452
-142
-9% -$40.7K 0.04% 219
2026
Q1 		$496K Sell
1,594
-3
-0.2% -$956 0.06% 175
2025
Q4 		$488K Buy
1,597
+7
+0.4% +$2.14K 0.06% 173
2025
Q3 		$483K Buy
1,590
+19
+1% +$5.78K 0.05% 173
2025
Q2 		$459K Sell
1,571
-53
-3% -$16.3K 0.06% 171
2025
Q1 		$507K Buy
1,624
+15
+0.9% +$4.49K 0.07% 156
2024
Q4 		$466K Buy
1,609
+27
+2% +$8.05K 0.06% 165
2024
Q3 		$482K Buy
1,582
+77
+5% +$21.2K 0.06% 162
2024
Q2 		$383K Buy
1,505
+21
+1% +$5.57K 0.05% 185
2024
Q1 		$418K Buy
1,484
+12
+0.8% +$3.49K 0.05% 174
2023
Q4 		$436K Sell
1,472
-18
-1% -$4.9K 0.06% 167
2023
Q3 		$393K Sell
1,490
-41
-3% -$11.7K 0.06% 174
2023
Q2 		$457K Buy
1,531
+742
+94% +$216K 0.07% 160
2023
Q1 		$221K Sell
789
-683
-46% -$183K 0.04% 225
2022
Q4 		$197K Buy
1,472
+874
+146% +$231K 0.03% 241
2022
Q3 		$138K Buy
598
+29
+5% +$7.41K 0.03% 273
2022
Q2 		$141K Buy
569
+25
+5% +$6.16K 0.03% 274
2022
Q1 		$135K Buy
544
+6
+1% +$1.5K 0.02% 284
2021
Q4 		$144K Buy
538
+121
+29% +$30.6K 0.02% 259
2021
Q3 		$101K Hold
417
– – 0.02% 275
2021
Q2 		$96K Hold
417
– – 0.02% 269
2021
Q1 		$93K Hold
417
– – 0.02% 249
2020
Q4 		$90K Hold
417
– – 0.02% 235
2020
Q3 		$92K Hold
417
– – 0.02% 226
2020
Q2 		$77K Buy
417
+1
+0.2% +$183 0.02% 239
2020
Q1 		$69K Buy
416
+1
+0.2% +$197 0.02% 235
2019
Q4 		$82K Hold
415
– – 0.02% 225
2019
Q3 		$89K Sell
415
-169
-29% -$36.2K 0.02% 205
2019
Q2 		$121K Sell
584
-1,036
-64% -$205K 0.03% 186
2019
Q1 		$308K Buy
1,620
+1
+0.1% +$181 0.08% 120
2018
Q4 		$288K Hold
1,619
– – 0.09% 120
2018
Q3 		$271K Buy
1,619
+332
+26% +$53.2K 0.08% 126
2018
Q2 		$202K Hold
1,287
– – 0.06% 126
2018
Q1 		$201K Buy
1,287
+1
+0.1% +$165 0.07% 126
2017
Q4 		$221K Hold
1,286
– – 0.07% 111
2017
Q3 		$201K Buy
1,286
+80
+7% +$12.5K 0.07% 114
2017
Q2 		$185K Hold
1,206
– – 0.07% 118
2017
Q1 		$156K Hold
1,206
– – 0.06% 130
2016
Q4 		$147K Hold
1,206
– – 0.06% 126
2016
Q3 		$139K Hold
1,206
– – 0.06% 129
2016
Q2 		$145K Hold
1,206
– – 0.07% 126
2016
Q1 		$152K Hold
1,206
– – 0.08% 116
2015
Q4 		$142K Hold
1,206
– – 0.07% 120
2015
Q3 		$119K Hold
1,206
– – 0.07% 125
2015
Q2 		$115K Hold
1,206
– – 0.06% 128
2015
Q1 		$118K Hold
1,206
– – 0.06% 125
2014
Q4 		$113K Hold
1,206
– – 0.06% 119
2014
Q3 		$114K Sell
1,206
-90
-7% -$8.58K 0.06% 123
2014
Q2 		$131K Hold
1,296
– – 0.07% 123
2014
Q1 		$127K Buy
1,296
+1,206
+1,340% +$115K 0.07% 124
2013
Q4 		$9K Buy
+90
New +$8.65K 0.01% 244

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

Capital Advisors Ltd's MCD Position: Q2 2026 in Review

Capital Advisors Ltd reduced its McDonald's (MCD) stake by 8.9% in Q2 2026, selling an estimated $40.7K and leaving 1,452 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #219.

Capital Advisors Ltd first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $507K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Advisors Ltd held 1,452 shares of McDonald's worth $392K as of Q2 2026.
  • Capital Advisors Ltd sold 142 McDonald's shares in Q2 2026, an estimated $40.7K.
  • McDonald's made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #219 holding.
  • Capital Advisors Ltd first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's McDonald's position peaked at $507K in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.