Capital Investment Counsel (Colorado)’s McDonald's MCD Stock Holding History

Capital Investment Counsel (Colorado)’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	$369K	Hold	1,365	–	–	0.05%	120
2026 Q1	$424K	Sell	1,365 -3	-0.2%	-$956	0.06%	114
2025 Q4	$418K	Buy	1,368 +10	+0.7%	+$3.06K	0.06%	114
2025 Q3	$413K	Buy	1,358 +82	+6%	+$25K	0.06%	109
2025 Q2	$373K	Buy	1,276 +12	+0.9%	+$3.7K	0.06%	111
2025 Q1	$395K	Sell	1,264 -27	-2%	-$8.08K	0.07%	101
2024 Q4	$374K	Buy	+1,291	New	+$385K	0.06%	104

Other funds holding MCD

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s MCD Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) held its McDonald's (MCD) position steady in Q2 2026 at 1,365 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #120.

Capital Investment Counsel (Colorado) first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q1 2026. 2,162 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Capital Investment Counsel (Colorado) held 1,365 shares of McDonald's worth $369K as of Q2 2026.
Capital Investment Counsel (Colorado) left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.05% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #120 holding.
Capital Investment Counsel (Colorado) first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Capital Investment Counsel (Colorado)'s McDonald's position peaked at $424K in Q1 2026.
2,162 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.