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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
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

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 Square's MCD Position: Q2 2026 in Review

Capital Square reduced its McDonald's (MCD) stake by 5.3% in Q2 2026, selling an estimated $19.5K and leaving 1,209 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #151.

Capital Square first reported a position in MCD in Q1 2020 and has held it in 22 quarters since. The position peaked at $435K in Q3 2024. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capital Square held 1,209 shares of McDonald's worth $332K as of Q2 2026.
  • Capital Square sold 68 McDonald's shares in Q2 2026, an estimated $19.5K.
  • McDonald's made up 0.15% of Capital Square's portfolio in Q2 2026, its #151 holding.
  • Capital Square first reported a position in McDonald's in Q1 2020 and has held it in 22 quarters since.
  • Capital Square's McDonald's position peaked at $435K in Q3 2024.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.