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Capital Advisors Wealth Management’s McDonald's MCD Stock Holding History

Capital Advisors Wealth Management’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 		$977K Sell
4,230
-398
-9% -$105K 0.11% 101
2026
Q2 		$1.25M Buy
4,628
+1,100
+31% +$315K 0.15% 86
2026
Q1 		$1.1M Buy
3,528
+11
+0.3% +$3.5K 0.15% 86
2025
Q4 		$1.07M Sell
3,517
-83
-2% -$25.4K 0.15% 83
2025
Q3 		$1.09M Buy
3,600
+36
+1% +$11K 0.16% 75
2025
Q2 		$1.04M Buy
3,564
+62
+2% +$19.1K 0.16% 70
2025
Q1 		$1.09M Buy
3,502
+43
+1% +$12.9K 0.19% 65
2024
Q4 		$1M Sell
3,459
-99
-3% -$29.5K 0.18% 66
2024
Q3 		$1.08M Buy
3,558
+14
+0.4% +$3.86K 0.2% 59
2024
Q2 		$903K Sell
3,544
-87
-2% -$23.1K 0.18% 62
2024
Q1 		$1.02M Sell
3,631
-147
-4% -$42.8K 0.21% 56
2023
Q4 		$1.12M Sell
3,778
-92
-2% -$25K 0.26% 52
2023
Q3 		$1.02M Buy
3,870
+144
+4% +$41.1K 0.27% 51
2023
Q2 		$1.11M Buy
3,726
+135
+4% +$39.2K 0.28% 52
2023
Q1 		$1M Buy
3,591
+38
+1% +$10.2K 0.28% 57
2022
Q4 		$936K Buy
3,553
+22
+0.6% +$5.8K 0.28% 49
2022
Q3 		$815K Buy
3,531
+153
+5% +$39.1K 0.27% 48
2022
Q2 		$834K Buy
3,378
+7
+0.2% +$1.72K 0.27% 46
2022
Q1 		$834K Buy
3,371
+193
+6% +$48.1K 0.26% 53
2021
Q4 		$852K Sell
3,178
-151
-5% -$38.1K 0.26% 52
2021
Q3 		$803K Buy
3,329
+1,951
+142% +$466K 0.28% 48
2021
Q2 		$318K Buy
1,378
+131
+11% +$30.5K 0.12% 72
2021
Q1 		$280K Buy
+1,247
New +$267K 0.12% 74

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Capital Advisors Wealth Management's MCD Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its McDonald's (MCD) stake by 8.6% in Q3 2026, selling an estimated $105K and leaving 4,230 shares worth $977K. The position accounts for 0.11% of the portfolio, ranked #101.

Capital Advisors Wealth Management first reported a position in MCD in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.25M in Q2 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Capital Advisors Wealth Management held 4,230 shares of McDonald's worth $977K as of Q3 2026.
  • Capital Advisors Wealth Management sold 398 McDonald's shares in Q3 2026, an estimated $105K.
  • McDonald's made up 0.11% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Capital Advisors Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's McDonald's position peaked at $1.25M in Q2 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.