Capital Square
MCD icon

Capital Square’s McDonald's MCD Stock Holding History

Capital Square’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
Q3 		$234K Sell
1,012
-197
-16% -$51.9K 0.1% 203
2026
Q2 		$332K Sell
1,209
-68
-5% -$19.5K 0.15% 151
2026
Q1 		$383K Sell
1,277
-18
-1% -$5.73K 0.18% 127
2025
Q4 		$396K Buy
1,295
+2
+0.2% +$613 0.2% 112
2025
Q3 		$393K Buy
1,293
+1
+0.1% +$304 0.2% 113
2025
Q2 		$388K Sell
1,292
-83
-6% -$25.6K 0.21% 116
2025
Q1 		$430K Sell
1,375
-42
-3% -$12.6K 0.25% 104
2024
Q4 		$404K Sell
1,417
-13
-0.9% -$3.88K 0.23% 108
2024
Q3 		$435K Buy
1,430
+50
+4% +$13.8K 0.26% 100
2024
Q2 		$358K Buy
1,380
+10
+0.7% +$2.65K 0.23% 105
2024
Q1 		$386K Buy
1,370
+371
+37% +$108K 0.27% 96
2023
Q4 		$296K Sell
999
-191
-16% -$52K 0.33% 78
2023
Q3 		$305K Buy
1,190
+130
+12% +$37.1K 0.41% 69
2023
Q2 		$316K Sell
1,060
-242
-19% -$70.3K 0.29% 93
2023
Q1 		$368K Hold
1,302
– – 0.34% 79
2022
Q4 		$343K Hold
1,302
– – 0.31% 91
2022
Q3 		$300K Buy
1,302
+259
+25% +$66.2K 0.27% 93
2022
Q2 		$257K Hold
1,043
– – 0.21% 105
2022
Q1 		$257K Hold
1,043
– – 0.18% 121
2021
Q4 		$278K Sell
1,043
-12
-1% -$3.03K 0.19% 122
2021
Q3 		$256K Buy
1,055
+89
+9% +$21.2K 0.18% 129
2021
Q2 		$227K Buy
+966
New +$225K 0.17% 132
2020
Q2 		– Sell
-439
Closed -$73K – 222
2020
Q1 		$73K Buy
+439
New +$86.5K 0.09% 171

Other funds holding MCD

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Capital Square's MCD Position: Q3 2026 in Review

Capital Square reduced its McDonald's (MCD) stake by 16% in Q3 2026, selling an estimated $51.9K and leaving 1,012 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #203.

Capital Square first reported a position in MCD in Q1 2020 and has held it in 23 quarters since. The position peaked at $435K in Q3 2024. 1,307 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Capital Square held 1,012 shares of McDonald's worth $234K as of Q3 2026.
  • Capital Square sold 197 McDonald's shares in Q3 2026, an estimated $51.9K.
  • McDonald's made up 0.1% of Capital Square's portfolio in Q3 2026, its #203 holding.
  • Capital Square first reported a position in McDonald's in Q1 2020 and has held it in 23 quarters since.
  • Capital Square's McDonald's position peaked at $435K in Q3 2024.
  • 1,307 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.