Capital Advisory Group Advisory Services’s McDonald's MCD Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-1,851	Closed	-$566K	–	95
2025 Q4	$566K	Buy	1,851 +238	+15%	+$72.9K	0.17%	107
2025 Q3	$490K	Buy	1,613 +23	+1%	+$7K	0.15%	120
2025 Q2	$465K	Buy	1,590 +8	+0.5%	+$2.47K	0.17%	117
2025 Q1	$494K	Buy	1,582 +57	+4%	+$17K	0.19%	112
2024 Q4	$442K	Buy	1,525 +1	+0.1%	+$298	0.16%	119
2024 Q3	$464K	Buy	1,524 +1	+0.1%	+$276	0.18%	105
2024 Q2	$388K	Buy	1,523 +136	+10%	+$36.1K	0.17%	109
2024 Q1	$391K	Hold	1,387	–	–	0.19%	105
2023 Q4	$411K	Hold	1,387	–	–	0.22%	95
2023 Q3	$365K	Buy	+1,387	New	+$396K	0.21%	103
2023 Q2	–	Sell	-1,423	Closed	-$398K	–	117
2023 Q1	$398K	Buy	1,423 +17	+1%	+$4.55K	0.24%	91
2022 Q4	$371K	Hold	1,406	–	–	0.25%	92
2022 Q3	$324K	Hold	1,406	–	–	0.23%	97
2022 Q2	$345K	Hold	1,406	–	–	0.21%	98
2022 Q1	$348K	Hold	1,406	–	–	0.16%	115
2021 Q4	$377K	Sell	1,406 -113	-7%	-$28.5K	0.16%	117
2021 Q3	$366K	Hold	1,519	–	–	0.13%	137
2021 Q2	$351K	Buy	1,519 +35	+2%	+$8.14K	0.13%	139
2021 Q1	$333K	Hold	1,484	–	–	0.13%	134
2020 Q4	$318K	Sell	1,484 -15	-1%	-$3.26K	0.13%	121
2020 Q3	$329K	Sell	1,499 -10	-0.7%	-$2.05K	0.17%	100
2020 Q2	$278K	Hold	1,509	–	–	0.16%	99
2020 Q1	$248K	Sell	1,509 -75	-5%	-$14.8K	0.31%	54
2019 Q4	$314K	Buy	1,584 +19	+1%	+$3.77K	0.17%	77
2019 Q3	$334K	Hold	1,565	–	–	0.22%	55
2019 Q2	$327K	Hold	1,565	–	–	0.22%	54
2019 Q1	$298K	Hold	1,565	–	–	0.21%	57
2018 Q4	$279K	Sell	1,565 -40	-2%	-$7.09K	0.22%	55
2018 Q3	$267K	Sell	1,605 -40	-2%	-$6.41K	0.18%	63
2018 Q2	$258K	Sell	1,645 -200	-11%	-$32.4K	0.19%	63
2018 Q1	$289K	Buy	+1,845	New	+$304K	0.21%	59

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital Advisory Group Advisory Services's MCD Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,851 shares — an estimated $566K sold.

Capital Advisory Group Advisory Services first reported a position in MCD in Q1 2018 and held it in 31 quarters. The position peaked at $566K in Q4 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,851 McDonald's shares in Q1 2026, an estimated $566K.
Capital Advisory Group Advisory Services first reported a position in McDonald's in Q1 2018 and held it in 31 quarters.
Capital Advisory Group Advisory Services's McDonald's position peaked at $566K in Q4 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.