Capital Performance Advisors’s McDonald's MCD Stock Holding History

Capital Performance Advisors’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 Q1	$843K	Sell	2,713 -52	-2%	-$16.6K	0.06%	148
2025 Q4	$845K	Buy	2,765 +269	+11%	+$82.4K	0.06%	136
2025 Q3	$758K	Buy	2,496 +256	+11%	+$77.9K	0.12%	87
2025 Q2	$654K	Buy	2,240 +31	+1%	+$9.56K	0.13%	86
2025 Q1	$690K	Buy	2,209 +1,354	+158%	+$405K	0.15%	74
2024 Q4	$248K	Buy	855 +71	+9%	+$21.2K	0.08%	119
2024 Q3	$239K	Buy	+784	New	+$216K	0.07%	100
2024 Q2	–	Sell	-834	Closed	-$235K	–	97
2024 Q1	$235K	Buy	834 +104	+14%	+$30.2K	0.09%	73
2023 Q4	$216K	Buy	+730	New	+$199K	0.09%	67
2023 Q3	–	Sell	-703	Closed	-$210K	–	57
2023 Q2	$210K	Sell	703 -112	-14%	-$32.5K	0.1%	52
2023 Q1	$228K	Hold	815	–	–	0.12%	46
2022 Q4	$215K	Buy	+815	New	+$215K	0.12%	41
2022 Q3	–	Sell	-845	Closed	-$209K	–	48
2022 Q2	$209K	Buy	+845	New	+$208K	0.13%	41

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital Performance Advisors's MCD Position: Q1 2026 in Review

Capital Performance Advisors reduced its McDonald's (MCD) stake by 1.9% in Q1 2026, selling an estimated $16.6K and leaving 2,713 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #148.

Capital Performance Advisors first reported a position in MCD in Q2 2022 and has held it in 13 quarters since. The position peaked at $845K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Capital Performance Advisors held 2,713 shares of McDonald's worth $843K as of Q1 2026.
Capital Performance Advisors sold 52 McDonald's shares in Q1 2026, an estimated $16.6K.
McDonald's made up 0.06% of Capital Performance Advisors's portfolio in Q1 2026, its #148 holding.
Capital Performance Advisors first reported a position in McDonald's in Q2 2022 and has held it in 13 quarters since.
Capital Performance Advisors's McDonald's position peaked at $845K in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.