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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
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

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 Wealth Management's MCD Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its McDonald's (MCD) stake by 31% in Q2 2026, buying an estimated $315K and bringing the position to 4,628 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #86.

Capital Advisors Wealth Management first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Advisors Wealth Management held 4,628 shares of McDonald's worth $1.25M as of Q2 2026.
  • Capital Advisors Wealth Management bought 1,100 McDonald's shares in Q2 2026, an estimated $315K.
  • McDonald's made up 0.15% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Capital Advisors Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.