Capital Management Associates Inc’s McDonald's MCD Stock Holding History

Capital Management Associates Inc’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	$834K	Sell	3,085 -36	-1%	-$10.3K	0.17%	72
2026 Q1	$970K	Sell	3,121 -54	-2%	-$17.2K	0.22%	64
2025 Q4	$970K	Sell	3,175 -709	-18%	-$217K	0.21%	66
2025 Q3	$1.18M	Buy	3,884 +3	+0.1%	+$913	0.32%	47
2025 Q2	$1.13M	Sell	3,881 -1,579	-29%	-$487K	0.36%	42
2025 Q1	$1.71M	Buy	5,460 +2,223	+69%	+$665K	0.39%	40
2024 Q4	$938K	Sell	3,237 -139	-4%	-$41.4K	0.35%	39
2024 Q3	$1.03M	Sell	3,376 -14	-0.4%	-$3.86K	0.42%	34
2024 Q2	$864K	Buy	3,390 +11	+0.3%	+$2.92K	0.52%	28
2024 Q1	$953K	Sell	3,379 -284	-8%	-$82.6K	0.7%	22
2023 Q4	$1.01M	Buy	+3,663	New	+$997K	0.6%	27

Other funds holding MCD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capital Management Associates Inc's MCD Position: Q2 2026 in Review

Capital Management Associates Inc reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $10.3K and leaving 3,085 shares worth $834K. The position accounts for 0.17% of the portfolio, ranked #72.

Capital Management Associates Inc first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2025. 1,720 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Capital Management Associates Inc held 3,085 shares of McDonald's worth $834K as of Q2 2026.
Capital Management Associates Inc sold 36 McDonald's shares in Q2 2026, an estimated $10.3K.
McDonald's made up 0.17% of Capital Management Associates Inc's portfolio in Q2 2026, its #72 holding.
Capital Management Associates Inc first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Capital Management Associates Inc's McDonald's position peaked at $1.71M in Q1 2025.
1,720 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.