Capital Analysts LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.83M | Buy |
25,260
+530
| +2% | +$152K | 0.16% | 120 |
|
|
2026
Q1 | $7.68M | Buy |
24,730
+54
| +0.2% | +$17.2K | 0.2% | 106 |
|
|
2025
Q4 | $7.54M | Buy |
24,676
+248
| +1% | +$76K | 0.21% | 104 |
|
|
2025
Q3 | $7.42M | Sell |
24,428
-149
| -0.6% | -$45.3K | 0.22% | 95 |
|
|
2025
Q2 | $7.18M | Sell |
24,577
-333
| -1% | -$103K | 0.24% | 89 |
|
|
2025
Q1 | $7.78M | Buy |
24,910
+682
| +3% | +$204K | 0.29% | 75 |
|
|
2024
Q4 | $7.02M | Buy |
24,228
+474
| +2% | +$141K | 0.28% | 74 |
|
|
2024
Q3 | $7.23M | Buy |
23,754
+601
| +3% | +$166K | 0.29% | 72 |
|
|
2024
Q2 | $5.9M | Buy |
23,153
+462
| +2% | +$123K | 0.26% | 80 |
|
|
2024
Q1 | $6.4M | Sell |
22,691
-959
| -4% | -$279K | 0.3% | 73 |
|
|
2023
Q4 | $7.01M | Sell |
23,650
-555
| -2% | -$151K | 0.35% | 69 |
|
|
2023
Q3 | $6.38M | Sell |
24,205
-237
| -1% | -$67.6K | 0.35% | 67 |
|
|
2023
Q2 | $7.29M | Buy |
24,442
+803
| +3% | +$233K | 0.41% | 57 |
|
|
2023
Q1 | $6.61M | Buy |
23,639
+609
| +3% | +$163K | 0.38% | 62 |
|
|
2022
Q4 | $6.07M | Buy |
23,030
+506
| +2% | +$133K | 0.37% | 56 |
|
|
2022
Q3 | $5.2M | Buy |
22,524
+736
| +3% | +$188K | 0.36% | 66 |
|
|
2022
Q2 | $5.38M | Buy |
21,788
+659
| +3% | +$162K | 0.37% | 62 |
|
|
2022
Q1 | $5.22M | Buy |
21,129
+12,556
| +146% | +$3.13M | 0.33% | 69 |
|
|
2021
Q4 | $2.3M | Buy |
8,573
+66
| +0.8% | +$16.7K | 0.14% | 144 |
|
|
2021
Q3 | $2.05M | Sell |
8,507
-219
| -3% | -$52.3K | 0.13% | 145 |
|
|
2021
Q2 | $2.02M | Sell |
8,726
-487
| -5% | -$113K | 0.14% | 145 |
|
|
2021
Q1 | $2.06M | Buy |
9,213
+811
| +10% | +$173K | 0.14% | 130 |
|
|
2020
Q4 | $1.8M | Sell |
8,402
-868
| -9% | -$189K | 0.16% | 109 |
|
|
2020
Q3 | $2.04M | Sell |
9,270
-366
| -4% | -$75.1K | 0.19% | 97 |
|
|
2020
Q2 | $1.78M | Sell |
9,636
-155
| -2% | -$28.4K | 0.19% | 101 |
|
|
2020
Q1 | $1.62M | Buy |
9,791
+1,093
| +13% | +$215K | 0.2% | 91 |
|
|
2019
Q4 | $1.72M | Sell |
8,698
-101
| -1% | -$20K | 0.17% | 113 |
|
|
2019
Q3 | $1.89M | Buy |
8,799
+354
| +4% | +$75.9K | 0.2% | 94 |
|
|
2019
Q2 | $1.75M | Sell |
8,445
-236
| -3% | -$46.7K | 0.19% | 97 |
|
|
2019
Q1 | $1.65M | Buy |
8,681
+1,038
| +14% | +$188K | 0.19% | 95 |
|
|
2018
Q4 | $1.36M | Buy |
7,643
+172
| +2% | +$30.5K | 0.18% | 98 |
|
|
2018
Q3 | $1.25M | Buy |
7,471
+158
| +2% | +$25.3K | 0.14% | 132 |
|
|
2018
Q2 | $1.15M | Buy |
7,313
+243
| +3% | +$39.4K | 0.14% | 130 |
|
|
2018
Q1 | $1.11M | Buy |
7,070
+92
| +1% | +$15.1K | 0.14% | 125 |
|
|
2017
Q4 | $1.2M | Sell |
6,978
-320
| -4% | -$53.7K | 0.15% | 112 |
|
|
2017
Q3 | $1.14M | Buy |
7,298
+168
| +2% | +$26.3K | 0.15% | 106 |
|
|
2017
Q2 | $1.09M | Sell |
7,130
-1,177
| -14% | -$170K | 0.16% | 105 |
|
|
2017
Q1 | $1.08M | Buy |
8,307
+857
| +12% | +$108K | 0.17% | 88 |
|
|
2016
Q4 | $907K | Buy |
7,450
+227
| +3% | +$26.6K | 0.16% | 101 |
|
|
2016
Q3 | $833K | Buy |
7,223
+936
| +15% | +$111K | 0.16% | 105 |
|
|
2016
Q2 | $757K | Buy |
6,287
+25
| +0.4% | +$3.13K | 0.15% | 106 |
|
|
2016
Q1 | $787K | Sell |
6,262
-1,282
| -17% | -$153K | 0.16% | 106 |
|
|
2015
Q4 | $891K | Buy |
+7,544
| New | +$844K | 0.18% | 106 |
|
|
2014
Q4 | – | Sell |
-416
| Closed | -$39.4K | – | 403 |
|
|
2014
Q3 | $39.4K | Buy |
416
+3
| +0.7% | +$286 | 0.01% | 257 |
|
|
2014
Q2 | $41.7K | Buy |
413
+52
| +14% | +$5.25K | 0.01% | 249 |
|
|
2014
Q1 | $35.4K | Buy |
361
+1
| +0.3% | +$96 | 0.01% | 246 |
|
|
2013
Q4 | $34.9K | Buy |
360
+2
| +0.6% | +$192 | 0.01% | 241 |
|
|
2013
Q3 | $34.5K | Sell |
358
-25,158
| -99% | -$2.46M | 0.01% | 227 |
|
|
2013
Q2 | $2.53M | Buy |
+25,516
| New | +$2.56M | 0.8% | 31 |
|
Other funds holding MCD
Capital Analysts LLC's MCD Position: Q2 2026 in Review
Capital Analysts LLC increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $152K and bringing the position to 25,260 shares worth $6.83M. The position accounts for 0.16% of the portfolio, ranked #120.
Capital Analysts LLC first reported a position in MCD in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.78M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Capital Analysts LLC held 25,260 shares of McDonald's worth $6.83M as of Q2 2026.
- Capital Analysts LLC bought 530 McDonald's shares in Q2 2026, an estimated $152K.
- McDonald's made up 0.16% of Capital Analysts LLC's portfolio in Q2 2026, its #120 holding.
- Capital Analysts LLC first reported a position in McDonald's in Q2 2013 and has held it in 49 quarters since.
- Capital Analysts LLC's McDonald's position peaked at $7.78M in Q1 2025.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.