CAAS
MCD icon

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
Q2 		$731K Buy
2,704
+75
+3% +$21.5K 0.03% 165
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 $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 $3.38T AUM 44.17% 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 Asset Advisory Services's MCD Position: Q2 2026 in Review

Capital Asset Advisory Services increased its McDonald's (MCD) stake by 2.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,704 shares worth $731K. The position accounts for 0.03% of the portfolio, ranked #165.

Capital Asset Advisory Services first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2021. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Asset Advisory Services held 2,704 shares of McDonald's worth $731K as of Q2 2026.
  • Capital Asset Advisory Services bought 75 McDonald's shares in Q2 2026, an estimated $21.5K.
  • McDonald's made up 0.03% of Capital Asset Advisory Services's portfolio in Q2 2026, its #165 holding.
  • Capital Asset Advisory Services first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Capital Asset Advisory Services's McDonald's position peaked at $1.7M in Q4 2021.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.