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Capital Investment Services of America’s McDonald's MCD Stock Holding History

Capital Investment Services of America’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 		$301K Hold
1,112
– – 0.03% 77
2026
Q1 		$346K Hold
1,112
– – 0.04% 74
2025
Q4 		$340K Hold
1,112
– – 0.03% 74
2025
Q3 		$338K Hold
1,112
– – 0.03% 75
2025
Q2 		$325K Hold
1,112
– – 0.03% 74
2025
Q1 		$347K Hold
1,112
– – 0.04% 69
2024
Q4 		$322K Hold
1,112
– – 0.03% 69
2024
Q3 		$339K Buy
1,112
+55
+5% +$15.2K 0.03% 67
2024
Q2 		$269K Sell
1,057
-90
-8% -$23.9K 0.03% 70
2024
Q1 		$323K Sell
1,147
-34
-3% -$9.89K 0.03% 66
2023
Q4 		$350K Buy
1,181
+34
+3% +$9.25K 0.04% 65
2023
Q3 		$302K Hold
1,147
– – 0.04% 65
2023
Q2 		$342K Hold
1,147
– – 0.04% 65
2023
Q1 		$321K Sell
1,147
-40
-3% -$10.7K 0.04% 62
2022
Q4 		$313K Hold
1,187
– – 0.04% 64
2022
Q3 		$274K Sell
1,187
-10
-0.8% -$2.56K 0.04% 65
2022
Q2 		$296K Buy
1,197
+90
+8% +$22.2K 0.04% 65
2022
Q1 		$297K Hold
1,107
– – 0.03% 68
2021
Q4 		$297K Hold
1,107
– – 0.03% 68
2021
Q3 		$267K Hold
1,107
– – 0.03% 68
2021
Q2 		$256K Hold
1,107
– – 0.02% 72
2021
Q1 		$248K Sell
1,107
-28
-2% -$5.99K 0.03% 75
2020
Q4 		$244K Buy
1,135
+28
+3% +$6.09K 0.03% 68
2020
Q3 		$243K Hold
1,107
– – 0.03% 66
2020
Q2 		$204K Buy
+1,107
New +$203K 0.03% 65
2020
Q1 		– Sell
-1,107
Closed -$219K – 64
2019
Q4 		$219K Hold
1,107
– – 0.03% 69
2019
Q3 		$238K Hold
1,107
– – 0.04% 63
2019
Q2 		$230K Hold
1,107
– – 0.03% 63
2019
Q1 		$210K Buy
+1,107
New +$201K 0.03% 63

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Capital Investment Services of America's MCD Position: Q2 2026 in Review

Capital Investment Services of America held its McDonald's (MCD) position steady in Q2 2026 at 1,112 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #77.

Capital Investment Services of America first reported a position in MCD in Q1 2019 and has held it in 29 quarters since. The position peaked at $350K in Q4 2023. 2,529 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Investment Services of America held 1,112 shares of McDonald's worth $301K as of Q2 2026.
  • Capital Investment Services of America left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.03% of Capital Investment Services of America's portfolio in Q2 2026, its #77 holding.
  • Capital Investment Services of America first reported a position in McDonald's in Q1 2019 and has held it in 29 quarters since.
  • Capital Investment Services of America's McDonald's position peaked at $350K in Q4 2023.
  • 2,529 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.