Capital Fund Management (CFM)’s McDonald's MCD Stock Holding History

Capital Fund Management (CFM)’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	$7.99M	Sell	25,700 -119,300	-82%	-$38M	0.04%	656
2025 Q4	$44.3M	Buy	145,000 +15,600	+12%	+$4.78M	0.12%	204
2025 Q3	$39.3M	Buy	129,400 +10,800	+9%	+$3.29M	0.1%	255
2025 Q2	$34.7M	Buy	118,600 +49,000	+70%	+$15.1M	0.1%	301
2025 Q1	$21.7M	Sell	69,600 -168,400	-71%	-$50.4M	0.06%	411
2024 Q4	$69M	Sell	238,000 -5,400	-2%	-$1.61M	0.18%	159
2024 Q3	$74.1M	Buy	243,400 +155,500	+177%	+$42.9M	0.2%	128
2024 Q2	$22.4M	Buy	87,900 +6,200	+8%	+$1.64M	0.07%	381
2024 Q1	$23M	Sell	81,700 -187,200	-70%	-$54.4M	0.07%	387
2023 Q4	$79.7M	Sell	268,900 -240,600	-47%	-$65.5M	0.21%	109
2023 Q3	$134M	Buy	509,500 +183,300	+56%	+$52.3M	0.46%	27
2023 Q2	$97.3M	Sell	326,200 -78,200	-19%	-$22.7M	0.39%	40
2023 Q1	$113M	Buy	404,400 +298,500	+282%	+$80M	0.54%	22
2022 Q4	$27.9M	Sell	105,900 -3,400	-3%	-$897K	0.19%	142
2022 Q3	$25.2M	Buy	+109,300	New	+$27.9M	0.2%	132
2021 Q4	–	Sell	-14,100	Closed	-$3.4M	–	1748
2021 Q3	$3.4M	Buy	+14,100	New	+$3.37M	0.03%	726
2021 Q2	–	Sell	-14,500	Closed	-$3.25M	–	1558
2021 Q1	$3.25M	Buy	+14,500	New	+$3.1M	0.04%	562
2020 Q4	–	Sell	-33,200	Closed	-$7.29M	–	1448
2020 Q3	$7.29M	Buy	+33,200	New	+$6.82M	0.09%	258
2020 Q2	–	Sell	-45,200	Closed	-$7.47M	–	1343
2020 Q1	$7.47M	Sell	45,200 -70,700	-61%	-$13.9M	0.12%	236
2019 Q4	$22.9M	Sell	115,900 -34,000	-23%	-$6.74M	0.18%	148
2019 Q3	$32.2M	Buy	149,900 +94,400	+170%	+$20.2M	0.29%	86
2019 Q2	$11.5M	Buy	+55,500	New	+$11M	0.1%	271
2018 Q4	–	Sell	-7,100	Closed	-$1.19M	–	2076
2018 Q3	$1.19M	Sell	7,100 -1,800	-20%	-$288K	0.01%	1310
2018 Q2	$1.4M	Sell	8,900 -174,800	-95%	-$28.3M	0.01%	1214
2018 Q1	$28.7M	Sell	183,700 -125,800	-41%	-$20.7M	0.17%	158
2017 Q4	$53.3M	Sell	309,500 -309,800	-50%	-$52M	0.29%	75
2017 Q3	$97M	Buy	619,300 +200,100	+48%	+$31.4M	0.7%	16
2017 Q2	$64.2M	Buy	419,200 +15,800	+4%	+$2.28M	0.52%	35
2017 Q1	$52.3M	Buy	403,400 +190,400	+89%	+$23.9M	0.44%	45
2016 Q4	$25.9M	Buy	213,000 +38,600	+22%	+$4.53M	0.22%	122
2016 Q3	$20.1M	Sell	174,400 -296,200	-63%	-$35.1M	0.18%	146
2016 Q2	$56.6M	Buy	470,600 +25,300	+6%	+$3.17M	0.53%	28
2016 Q1	$56M	Buy	445,300 +288,300	+184%	+$34.5M	0.54%	34
2015 Q4	$18.5M	Buy	157,000 +154,100	+5,314%	+$17.2M	0.19%	149
2015 Q3	$286K	Sell	2,900 -14,500	-83%	-$1.41M	﹤0.01%	1222
2015 Q2	$1.65M	Buy	17,400 +6,700	+63%	+$648K	0.02%	685
2015 Q1	$1.04M	Sell	10,700 -59,000	-85%	-$5.6M	0.01%	771
2014 Q4	$6.53M	Sell	69,700 -27,300	-28%	-$2.56M	0.08%	355
2014 Q3	$9.2M	Sell	97,000 -19,400	-17%	-$1.85M	0.1%	240
2014 Q2	$11.7M	Buy	116,400 +78,200	+205%	+$7.89M	0.12%	203
2014 Q1	$3.75M	Buy	38,200 +11,200	+41%	+$1.07M	0.05%	463
2013 Q4	$2.62M	Sell	27,000 -19,400	-42%	-$1.86M	0.03%	593
2013 Q3	$4.46M	Buy	+46,400	New	+$4.53M	0.06%	390

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 Fund Management (CFM)'s MCD Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its McDonald's (MCD) stake by 21% in Q1 2026, buying an estimated $11.9M and bringing the position to 212,590 shares worth $66.1M. The position accounts for 0.3% of the portfolio, ranked #42.

Capital Fund Management (CFM) first reported a position in MCD in Q3 2013 and has held it in 34 quarters since. The position peaked at $105M in Q1 2018. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Capital Fund Management (CFM) held 212,590 shares of McDonald's worth $66.1M as of Q1 2026.
Capital Fund Management (CFM) bought 37,294 McDonald's shares in Q1 2026, an estimated $11.9M.
McDonald's made up 0.3% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #42 holding.
Capital Fund Management (CFM) first reported a position in McDonald's in Q3 2013 and has held it in 34 quarters since.
Capital Fund Management (CFM)'s McDonald's position peaked at $105M in Q1 2018.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.