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Capital Investment Advisors’s McDonald's MCD Stock Holding History

Capital Investment Advisors’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 		$10.5M Sell
33,788
-453
-1% -$144K 0.15% 112
2025
Q4 		$10.5M Buy
34,241
+1,228
+4% +$376K 0.16% 116
2025
Q3 		$10M Sell
33,013
-87
-0.3% -$26.5K 0.16% 110
2025
Q2 		$9.67M Sell
33,100
-212
-0.6% -$65.4K 0.17% 110
2025
Q1 		$10.4M Buy
33,312
+3,719
+13% +$1.11M 0.2% 100
2024
Q4 		$8.58M Sell
29,593
-22
-0.1% -$6.56K 0.17% 107
2024
Q3 		$9.02M Sell
29,615
-153
-0.5% -$42.2K 0.19% 106
2024
Q2 		$7.59M Buy
29,768
+399
+1% +$106K 0.17% 108
2024
Q1 		$8.28M Buy
29,369
+282
+1% +$82K 0.19% 103
2023
Q4 		$8.62M Buy
29,087
+566
+2% +$154K 0.22% 98
2023
Q3 		$7.51M Sell
28,521
-1,378
-5% -$393K 0.21% 99
2023
Q2 		$8.92M Sell
29,899
-736
-2% -$214K 0.27% 78
2023
Q1 		$8.57M Sell
30,635
-573
-2% -$154K 0.25% 86
2022
Q4 		$8.22M Buy
31,208
+636
+2% +$168K 0.25% 88
2022
Q3 		$7.05M Buy
30,572
+805
+3% +$206K 0.24% 94
2022
Q2 		$7.35M Buy
29,767
+192
+0.6% +$47.3K 0.24% 93
2022
Q1 		$7.31M Sell
29,575
-99
-0.3% -$24.7K 0.22% 96
2021
Q4 		$7.96M Sell
29,674
-207
-0.7% -$52.3K 0.24% 86
2021
Q3 		$7.21M Buy
29,881
+1,522
+5% +$363K 0.24% 85
2021
Q2 		$6.55M Buy
28,359
+1,667
+6% +$388K 0.23% 88
2021
Q1 		$5.98M Buy
26,692
+534
+2% +$114K 0.23% 90
2020
Q4 		$5.61M Buy
26,158
+199
+0.8% +$43.3K 0.23% 84
2020
Q3 		$5.7M Sell
25,959
-661
-2% -$136K 0.27% 78
2020
Q2 		$4.91M Buy
26,620
+144
+0.5% +$26.4K 0.25% 84
2020
Q1 		$4.38M Buy
26,476
+318
+1% +$62.7K 0.28% 78
2019
Q4 		$5.17M Buy
26,158
+2,103
+9% +$417K 0.25% 96
2019
Q3 		$5.17M Sell
24,055
-1,127
-4% -$242K 0.27% 90
2019
Q2 		$5.23M Buy
25,182
+60
+0.2% +$11.9K 0.29% 86
2019
Q1 		$4.77M Sell
25,122
-1,465
-6% -$266K 0.28% 86
2018
Q4 		$4.72M Sell
26,587
-1,583
-6% -$281K 0.31% 72
2018
Q3 		$4.71M Sell
28,170
-442
-2% -$70.8K 0.28% 79
2018
Q2 		$4.48M Sell
28,612
-19,807
-41% -$3.21M 0.28% 73
2018
Q1 		$7.57M Sell
48,419
-522
-1% -$85.9K 0.49% 49
2017
Q4 		$8.42M Buy
48,941
+587
+1% +$98.6K 0.55% 42
2017
Q3 		$7.58M Buy
48,354
+943
+2% +$148K 0.52% 45
2017
Q2 		$7.26M Buy
47,411
+20,366
+75% +$2.94M 0.52% 46
2017
Q1 		$3.5M Buy
27,045
+361
+1% +$45.3K 0.27% 88
2016
Q4 		$3.25M Buy
26,684
+602
+2% +$70.6K 0.27% 83
2016
Q3 		$3.01M Sell
26,082
-1,001
-4% -$119K 0.27% 88
2016
Q2 		$3.26M Sell
27,083
-4,808
-15% -$602K 0.31% 71
2016
Q1 		$4.01M Buy
31,891
+5,315
+20% +$635K 0.39% 58
2015
Q4 		$3.14M Buy
26,576
+7,543
+40% +$843K 0.32% 68
2015
Q3 		$1.88M Sell
19,033
-169
-0.9% -$16.5K 0.21% 105
2015
Q2 		$1.83M Buy
19,202
+2,276
+13% +$220K 0.2% 117
2015
Q1 		$1.65M Buy
16,926
+240
+1% +$22.8K 0.17% 122
2014
Q4 		$1.56M Buy
16,686
+918
+6% +$85.9K 0.17% 121
2014
Q3 		$1.5M Buy
15,768
+1,150
+8% +$110K 0.17% 132
2014
Q2 		$1.47M Buy
14,618
+262
+2% +$26.4K 0.17% 135
2014
Q1 		$1.41M Sell
14,356
-66
-0.5% -$6.31K 0.18% 134
2013
Q4 		$1.4M Buy
+14,422
New +$1.39M 0.19% 130

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 Investment Advisors's MCD Position: Q1 2026 in Review

Capital Investment Advisors reduced its McDonald's (MCD) stake by 1.3% in Q1 2026, selling an estimated $144K and leaving 33,788 shares worth $10.5M. The position accounts for 0.15% of the portfolio, ranked #112.

Capital Investment Advisors first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capital Investment Advisors held 33,788 shares of McDonald's worth $10.5M as of Q1 2026.
  • Capital Investment Advisors sold 453 McDonald's shares in Q1 2026, an estimated $144K.
  • McDonald's made up 0.15% of Capital Investment Advisors's portfolio in Q1 2026, its #112 holding.
  • Capital Investment Advisors first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.