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

Capital Planning 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 		$275K Hold
884
– – 0.04% 131
2025
Q4 		$270K Sell
884
-25
-3% -$7.66K 0.04% 140
2025
Q3 		$276K Buy
909
+20
+2% +$6.09K 0.04% 129
2025
Q2 		$260K Sell
889
-6
-0.7% -$1.85K 0.04% 125
2025
Q1 		$280K Sell
895
-145
-14% -$43.4K 0.04% 124
2024
Q4 		$301K Sell
1,040
-1,723
-62% -$514K 0.05% 119
2024
Q3 		$841K Buy
2,763
+1,353
+96% +$373K 0.13% 81
2024
Q2 		$359K Sell
1,410
-414
-23% -$110K 0.06% 108
2024
Q1 		$514K Sell
1,824
-145
-7% -$42.2K 0.09% 101
2023
Q4 		$584K Buy
1,969
+85
+5% +$23.1K 0.11% 94
2023
Q3 		$496K Sell
1,884
-333
-15% -$95K 0.1% 87
2023
Q2 		$662K Buy
2,217
+93
+4% +$27K 0.13% 86
2023
Q1 		$594K Buy
2,124
+81
+4% +$21.7K 0.13% 84
2022
Q4 		$538K Sell
2,043
-265
-11% -$69.9K 0.13% 84
2022
Q3 		$533K Buy
2,308
+1,068
+86% +$273K 0.14% 80
2022
Q2 		$306K Buy
1,240
+107
+9% +$26.4K 0.08% 104
2022
Q1 		$280K Sell
1,133
-150
-12% -$37.4K 0.06% 132
2021
Q4 		$344K Buy
1,283
+229
+22% +$57.8K 0.07% 120
2021
Q3 		$254K Sell
1,054
-12
-1% -$2.86K 0.05% 131
2021
Q2 		$246K Buy
1,066
+9
+0.9% +$2.09K 0.05% 134
2021
Q1 		$237K Sell
1,057
-768
-42% -$164K 0.05% 122
2020
Q4 		$392K Buy
1,825
+240
+15% +$52.2K 0.1% 107
2020
Q3 		$348K Sell
1,585
-120
-7% -$24.6K 0.1% 104
2020
Q2 		$315K Buy
1,705
+23
+1% +$4.22K 0.09% 111
2020
Q1 		$278K Sell
1,682
-1,218
-42% -$240K 0.1% 100
2019
Q4 		$573K Sell
2,900
-100
-3% -$19.8K 0.15% 86
2019
Q3 		$644K Sell
3,000
-292
-9% -$62.6K 0.19% 78
2019
Q2 		$684K Sell
3,292
-113
-3% -$22.4K 0.2% 76
2019
Q1 		$647K Sell
3,405
-1,020
-23% -$185K 0.2% 80
2018
Q4 		$786K Sell
4,425
-742
-14% -$132K 0.29% 73
2018
Q3 		$864K Buy
5,167
+1,622
+46% +$260K 0.28% 78
2018
Q2 		$555K Sell
3,545
-3,284
-48% -$532K 0.25% 77
2018
Q1 		$1.07M Buy
6,829
+199
+3% +$32.7K 0.38% 67
2017
Q4 		$1.14M Sell
6,630
-1,060
-14% -$178K 0.4% 65
2017
Q3 		$1.21M Sell
7,690
-197
-2% -$30.9K 0.47% 59
2017
Q2 		$1.21M Sell
7,887
-250
-3% -$36.1K 0.53% 53
2017
Q1 		$1.05M Sell
8,137
-33
-0.4% -$4.14K 0.52% 52
2016
Q4 		$994K Sell
8,170
-80
-1% -$9.38K 0.53% 45
2016
Q3 		$952K Buy
8,250
+4,500
+120% +$533K 0.51% 50
2016
Q2 		$451K Sell
3,750
-75
-2% -$9.39K 0.25% 70
2016
Q1 		$481K Hold
3,825
– – 0.23% 67
2015
Q4 		$452K Sell
3,825
-140
-4% -$15.7K 0.26% 73
2015
Q3 		$391K Sell
3,965
-1,010
-20% -$98.4K 0.26% 71
2015
Q2 		$473K Buy
4,975
+1,840
+59% +$178K 0.28% 66
2015
Q1 		$305K Sell
3,135
-125
-4% -$11.9K 0.21% 78
2014
Q4 		$305K Buy
+3,260
New +$305K 0.26% 72

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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 Planning Advisors's MCD Position: Q1 2026 in Review

Capital Planning Advisors held its McDonald's (MCD) position steady in Q1 2026 at 884 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #131.

Capital Planning Advisors first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.21M in Q2 2017. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capital Planning Advisors held 884 shares of McDonald's worth $275K as of Q1 2026.
  • Capital Planning Advisors left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #131 holding.
  • Capital Planning Advisors first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
  • Capital Planning Advisors's McDonald's position peaked at $1.21M in Q2 2017.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.