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

Capital Asset 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 		$807K Buy
2,629
+767
+41% +$244K 0.03% 150
2025
Q4 		$564K Sell
1,862
-1,420
-43% -$435K 0.02% 165
2025
Q3 		$997K Sell
3,282
-76
-2% -$23.1K 0.04% 136
2025
Q2 		$999K Sell
3,358
-476
-12% -$147K 0.05% 135
2025
Q1 		$1.19M Sell
3,834
-543
-12% -$162K 0.06% 129
2024
Q4 		$1.29M Buy
4,377
+251
+6% +$74.8K 0.06% 132
2024
Q3 		$1.25M Buy
4,126
+146
+4% +$40.2K 0.06% 133
2024
Q2 		$978K Buy
3,980
+113
+3% +$30K 0.05% 140
2024
Q1 		$1.03M Sell
3,867
-839
-18% -$244K 0.06% 134
2023
Q4 		$1.4M Sell
4,706
-293
-6% -$79.7K 0.09% 120
2023
Q3 		$1.25M Buy
4,999
+730
+17% +$208K 0.09% 119
2023
Q2 		$1.26M Buy
4,269
+153
+4% +$44.5K 0.09% 110
2023
Q1 		$1.15M Sell
4,116
-544
-12% -$146K 0.09% 114
2022
Q4 		$1.25M Sell
4,660
-597
-11% -$157K 0.1% 108
2022
Q3 		$1.21M Sell
5,257
-898
-15% -$230K 0.16% 75
2022
Q2 		$1.52M Buy
6,155
+389
+7% +$95.8K 0.17% 81
2022
Q1 		$1.43M Sell
5,766
-583
-9% -$145K 0.15% 89
2021
Q4 		$1.7M Buy
6,349
+1,350
+27% +$341K 0.18% 75
2021
Q3 		$1.21M Buy
4,999
+2,787
+126% +$665K 0.13% 106
2021
Q2 		$511K Sell
2,212
-325
-13% -$75.6K 0.06% 257
2021
Q1 		$569K Buy
2,537
+64
+3% +$13.7K 0.08% 225
2020
Q4 		$531K Buy
2,473
+143
+6% +$31.1K 0.09% 187
2020
Q3 		$511K Sell
2,330
-102
-4% -$20.9K 0.11% 157
2020
Q2 		$498K Buy
2,432
+222
+10% +$40.7K 0.11% 169
2020
Q1 		$382K Sell
2,210
-627
-22% -$124K 0.1% 170
2019
Q4 		$612K Buy
+2,837
New +$563K 0.14% 137

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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 Asset Advisory Services's MCD Position: Q1 2026 in Review

Capital Asset Advisory Services increased its McDonald's (MCD) stake by 41% in Q1 2026, buying an estimated $244K and bringing the position to 2,629 shares worth $807K. The position accounts for 0.03% of the portfolio, ranked #150.

Capital Asset Advisory Services first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.7M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capital Asset Advisory Services held 2,629 shares of McDonald's worth $807K as of Q1 2026.
  • Capital Asset Advisory Services bought 767 McDonald's shares in Q1 2026, an estimated $244K.
  • McDonald's made up 0.03% of Capital Asset Advisory Services's portfolio in Q1 2026, its #150 holding.
  • Capital Asset Advisory Services first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Capital Asset Advisory Services's McDonald's position peaked at $1.7M in Q4 2021.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.