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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
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

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 Square's MCD Position: Q1 2026 in Review

Capital Square reduced its McDonald's (MCD) stake by 1.4% in Q1 2026, selling an estimated $5.73K and leaving 1,277 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #127.

Capital Square first reported a position in MCD in Q1 2020 and has held it in 21 quarters since. The position peaked at $435K in Q3 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capital Square held 1,277 shares of McDonald's worth $383K as of Q1 2026.
  • Capital Square sold 18 McDonald's shares in Q1 2026, an estimated $5.73K.
  • McDonald's made up 0.18% of Capital Square's portfolio in Q1 2026, its #127 holding.
  • Capital Square first reported a position in McDonald's in Q1 2020 and has held it in 21 quarters since.
  • Capital Square's McDonald's position peaked at $435K in Q3 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.