Capital Investment Advisory Services’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 | $2.51M | Buy |
9,301
+1,568
| +20% | +$450K | 0.16% | 157 |
|
|
2026
Q1 | $2.4M | Sell |
7,733
-120
| -2% | -$38.2K | 0.18% | 129 |
|
|
2025
Q4 | $2.4M | Buy |
7,853
+147
| +2% | +$45K | 0.17% | 140 |
|
|
2025
Q3 | $2.34M | Buy |
7,706
+6
| +0.1% | +$1.83K | 0.19% | 133 |
|
|
2025
Q2 | $2.25M | Sell |
7,700
-25
| -0.3% | -$7.71K | 0.18% | 126 |
|
|
2025
Q1 | $2.41M | Sell |
7,725
-48
| -0.6% | -$14.4K | 0.22% | 108 |
|
|
2024
Q4 | $2.25M | Buy |
7,773
+33
| +0.4% | +$9.84K | 0.22% | 110 |
|
|
2024
Q3 | $2.36M | Sell |
7,740
-194
| -2% | -$53.5K | 0.22% | 103 |
|
|
2024
Q2 | $2.02M | Sell |
7,934
-56
| -0.7% | -$14.9K | 0.21% | 110 |
|
|
2024
Q1 | $2.25M | Sell |
7,990
-328
| -4% | -$95.4K | 0.24% | 99 |
|
|
2023
Q4 | $2.47M | Sell |
8,318
-1,412
| -15% | -$384K | 0.23% | 78 |
|
|
2023
Q3 | $2.56M | Sell |
9,730
-141
| -1% | -$40.2K | 0.25% | 68 |
|
|
2023
Q2 | $2.95M | Sell |
9,871
-237
| -2% | -$68.9K | 0.29% | 64 |
|
|
2023
Q1 | $2.83M | Sell |
10,108
-726
| -7% | -$195K | 0.33% | 61 |
|
|
2022
Q4 | $2.85M | Sell |
10,834
-240
| -2% | -$63.3K | 0.34% | 61 |
|
|
2022
Q3 | $2.56M | Sell |
11,074
-185
| -2% | -$47.3K | 0.33% | 59 |
|
|
2022
Q2 | $2.78M | Sell |
11,259
-168
| -1% | -$41.4K | 0.34% | 59 |
|
|
2022
Q1 | $2.83M | Buy |
11,427
+548
| +5% | +$137K | 0.31% | 64 |
|
|
2021
Q4 | $2.92M | Buy |
10,879
+223
| +2% | +$56.3K | 0.35% | 62 |
|
|
2021
Q3 | $2.57M | Sell |
10,656
-5
| -0% | -$1.19K | 0.32% | 62 |
|
|
2021
Q2 | $2.46M | Sell |
10,661
-198
| -2% | -$46.1K | 0.31% | 70 |
|
|
2021
Q1 | $2.43M | Sell |
10,859
-162
| -1% | -$34.6K | 0.34% | 69 |
|
|
2020
Q4 | $2.37M | Buy |
11,021
+1,472
| +15% | +$320K | 0.35% | 67 |
|
|
2020
Q3 | $2.1M | Buy |
9,549
+195
| +2% | +$40K | 0.39% | 62 |
|
|
2020
Q2 | $1.73M | Buy |
9,354
+131
| +1% | +$24K | 0.35% | 71 |
|
|
2020
Q1 | $1.52M | Buy |
9,223
+3,634
| +65% | +$716K | 0.37% | 59 |
|
|
2019
Q4 | $1.1M | Buy |
5,589
+182
| +3% | +$36.1K | 0.3% | 73 |
|
|
2019
Q3 | $1.16M | Sell |
5,407
-76
| -1% | -$16.3K | 0.32% | 61 |
|
|
2019
Q2 | $1.18M | Buy |
5,483
+3,792
| +224% | +$751K | 0.36% | 54 |
|
|
2019
Q1 | $321K | Sell |
1,691
-24
| -1% | -$4.36K | 0.12% | 155 |
|
|
2018
Q4 | $305K | Buy |
1,715
+128
| +8% | +$22.7K | 0.13% | 146 |
|
|
2018
Q3 | $265K | Buy |
1,587
+29
| +2% | +$4.65K | 0.12% | 178 |
|
|
2018
Q2 | $244K | Sell |
1,558
-48
| -3% | -$7.78K | 0.12% | 177 |
|
|
2018
Q1 | $251K | Buy |
1,606
+46
| +3% | +$7.57K | 0.14% | 159 |
|
|
2017
Q4 | $268K | Sell |
1,560
-59
| -4% | -$9.91K | 0.16% | 150 |
|
|
2017
Q3 | $254K | Buy |
1,619
+51
| +3% | +$7.99K | 0.16% | 147 |
|
|
2017
Q2 | $240K | Buy |
1,568
+18
| +1% | +$2.6K | 0.16% | 141 |
|
|
2017
Q1 | $201K | Buy |
+1,550
| New | +$194K | 0.15% | 137 |
|
Other funds holding MCD
VCM
VPM
Capital Investment Advisory Services's MCD Position: Q2 2026 in Review
Capital Investment Advisory Services increased its McDonald's (MCD) stake by 20% in Q2 2026, buying an estimated $450K and bringing the position to 9,301 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #157.
Capital Investment Advisory Services first reported a position in MCD in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.95M in Q2 2023. 2,965 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Capital Investment Advisory Services held 9,301 shares of McDonald's worth $2.51M as of Q2 2026.
- Capital Investment Advisory Services bought 1,568 McDonald's shares in Q2 2026, an estimated $450K.
- McDonald's made up 0.16% of Capital Investment Advisory Services's portfolio in Q2 2026, its #157 holding.
- Capital Investment Advisory Services first reported a position in McDonald's in Q1 2017 and has held it in 38 quarters since.
- Capital Investment Advisory Services's McDonald's position peaked at $2.95M in Q2 2023.
- 2,965 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.