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

Capital Wealth Planning’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 		$665M Buy
2,141,203
+265,409
+14% +$84.6M 3.67% 13
2025
Q4 		$571M Buy
1,875,794
+113,509
+6% +$34.8M 3.7% 13
2025
Q3 		$536M Buy
1,762,285
+152,211
+9% +$46.3M 3.77% 14
2025
Q2 		$470M Buy
1,610,074
+400,595
+33% +$124M 3.71% 16
2025
Q1 		$378M Buy
1,209,479
+436,435
+56% +$131M 3.28% 17
2024
Q4 		$224M Buy
773,044
+43,879
+6% +$13.1M 2.07% 20
2024
Q3 		$222M Sell
729,165
-407,179
-36% -$112M 2.07% 23
2024
Q2 		$290M Sell
1,136,344
-401,699
-26% -$107M 3.03% 16
2024
Q1 		$434M Buy
1,538,043
+16,794
+1% +$4.88M 4.64% 11
2023
Q4 		$451M Buy
1,521,249
+925
+0.1% +$252K 5.16% 6
2023
Q3 		$401M Buy
1,520,324
+60,363
+4% +$17.2M 4.92% 10
2023
Q2 		$436M Sell
1,459,961
-47,280
-3% -$13.7M 5.38% 4
2023
Q1 		$362M Buy
1,507,241
+92,759
+7% +$24.9M 4.89% 7
2022
Q4 		$373M Buy
1,414,482
+161,570
+13% +$42.6M 5.45% 7
2022
Q3 		$289M Buy
1,252,912
+61,484
+5% +$15.7M 5.27% 5
2022
Q2 		$294M Buy
1,191,428
+119,641
+11% +$29.5M 5.76% 2
2022
Q1 		$265M Buy
1,071,787
+125,751
+13% +$31.3M 5.35% 5
2021
Q4 		$254M Buy
946,036
+90,521
+11% +$22.9M 5.62% 5
2021
Q3 		$206M Buy
855,515
+61,128
+8% +$14.6M 5.67% 4
2021
Q2 		$184M Buy
794,387
+89,649
+13% +$20.9M 5.17% 8
2021
Q1 		$158M Buy
704,738
+117,776
+20% +$25.2M 5.16% 5
2020
Q4 		$125M Buy
586,962
+92,393
+19% +$20.1M 4.83% 11
2020
Q3 		$109M Buy
494,569
+29,163
+6% +$5.99M 5.37% 2
2020
Q2 		$85.9M Buy
465,406
+44,410
+11% +$8.14M 4.89% 8
2020
Q1 		$69.6M Buy
420,996
+171,678
+69% +$33.8M 4.38% 6
2019
Q4 		$49.3M Sell
249,318
-154,807
-38% -$30.7M 2.91% 13
2019
Q3 		$79.2M Buy
404,125
+41,992
+12% +$9M 5.03% 4
2019
Q2 		$75.2M Buy
362,133
+343,218
+1,815% +$68M 5.45% 1
2019
Q1 		$3.59M Buy
18,915
+12,380
+189% +$2.25M 2.36% 10
2018
Q4 		$1.16M Sell
6,535
-3,140
-32% -$557K 0.77% 26
2018
Q3 		$1.62M Buy
9,675
+4,895
+102% +$784K 1.1% 22
2018
Q2 		$750K Buy
4,780
+3,180
+199% +$516K 0.52% 40
2018
Q1 		$250K Buy
+1,600
New +$263K 0.17% 58
2017
Q4 		– Sell
-10,340
Closed -$4.46M – 139
2017
Q3 		$4.46M Buy
10,340
+7,044
+214% +$1.1M 3.51% 5
2017
Q2 		$505K Sell
3,296
-8,134
-71% -$1.18M 0.08% 65
2017
Q1 		$1.48M Buy
+11,430
New +$1.43M 1.25% 12
2016
Q3 		– Sell
-6,830
Closed -$822K – 87
2016
Q2 		$822K Sell
6,830
-14,635
-68% -$1.83M 0.62% 34
2016
Q1 		$2.7M Buy
21,465
+15,235
+245% +$1.82M 1.94% 8
2015
Q4 		$736K Sell
6,230
-570
-8% -$63.7K 0.68% 35
2015
Q3 		$671K Buy
+6,800
New +$662K 0.53% 42
2015
Q2 		– Sell
-2,100
Closed -$205K – 131
2015
Q1 		$205K Buy
+2,100
New +$199K 0.11% 103
2014
Q3 		– Sell
-2,100
Closed -$212K – 147
2014
Q2 		$212K Sell
2,100
-5,639
-73% -$569K 0.08% 117
2014
Q1 		$759K Buy
+7,739
New +$740K 0.33% 55
2013
Q4 		– Sell
-10,539
Closed -$1.01M – 106
2013
Q3 		$1.01M Buy
+10,539
New +$1.03M 0.46% 40

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 Wealth Planning's MCD Position: Q1 2026 in Review

Capital Wealth Planning increased its McDonald's (MCD) stake by 14% in Q1 2026, buying an estimated $84.6M and bringing the position to 2,141,203 shares worth $665M. The position accounts for 3.67% of the portfolio, ranked #13.

Capital Wealth Planning first reported a position in MCD in Q3 2013 and has held it in 44 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capital Wealth Planning held 2,141,203 shares of McDonald's worth $665M as of Q1 2026.
  • Capital Wealth Planning bought 265,409 McDonald's shares in Q1 2026, an estimated $84.6M.
  • McDonald's made up 3.67% of Capital Wealth Planning's portfolio in Q1 2026, its #13 holding.
  • Capital Wealth Planning first reported a position in McDonald's in Q3 2013 and has held it in 44 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.