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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
Q2 		$496K Sell
1,835
-878
-32% -$252K 0.03% 168
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Performance Advisors's MCD Position: Q2 2026 in Review

Capital Performance Advisors reduced its McDonald's (MCD) stake by 32% in Q2 2026, selling an estimated $252K and leaving 1,835 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #168.

Capital Performance Advisors first reported a position in MCD in Q2 2022 and has held it in 14 quarters since. The position peaked at $845K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Performance Advisors held 1,835 shares of McDonald's worth $496K as of Q2 2026.
  • Capital Performance Advisors sold 878 McDonald's shares in Q2 2026, an estimated $252K.
  • McDonald's made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #168 holding.
  • Capital Performance Advisors first reported a position in McDonald's in Q2 2022 and has held it in 14 quarters since.
  • Capital Performance Advisors's McDonald's position peaked at $845K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.