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

Capital Investment Management’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 		– Sell
-693
Closed -$216K – 138
2026
Q1 		$216K Sell
693
-3
-0.4% -$956 0.07% 124
2025
Q4 		$213K Buy
+696
New +$213K 0.07% 116

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Capital Investment Management's MCD Position: Q2 2026 in Review

Capital Investment Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 693 shares — an estimated $216K sold.

Capital Investment Management first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Investment Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Management sold 693 McDonald's shares in Q2 2026, an estimated $216K.
  • Capital Investment Management first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
  • Capital Investment Management's McDonald's position peaked at $216K in Q1 2026.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.