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Capstone Financial Advisors’s McDonald's MCD Stock Holding History

Capstone Financial 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 		$60.4M Sell
194,414
-3,643
-2% -$1.16M 3.25% 9
2025
Q4 		$60.5M Sell
198,057
-2,397
-1% -$734K 3.22% 9
2025
Q3 		$60.9M Sell
200,454
-5,616
-3% -$1.71M 3.3% 9
2025
Q2 		$60.2M Sell
206,070
-9,720
-5% -$3M 3.49% 9
2025
Q1 		$67.4M Sell
215,790
-824
-0.4% -$246K 4.23% 7
2024
Q4 		$62.8M Buy
216,614
+2,835
+1% +$845K 3.88% 7
2024
Q3 		$65.1M Sell
213,779
-9,563
-4% -$2.64M 4% 7
2024
Q2 		$56.9M Buy
223,342
+2,442
+1% +$648K 3.76% 9
2024
Q1 		$62.3M Buy
220,900
+537
+0.2% +$156K 4.18% 9
2023
Q4 		$65.3M Sell
220,363
-447
-0.2% -$122K 4.68% 9
2023
Q3 		$58.2M Buy
220,810
+1,791
+0.8% +$511K 4.59% 9
2023
Q2 		$65.4M Sell
219,019
-642
-0.3% -$187K 4.91% 8
2023
Q1 		$61.4M Buy
219,661
+23,090
+12% +$6.19M 4.86% 9
2022
Q4 		$51.8M Sell
196,571
-2,160
-1% -$570K 4.38% 9
2022
Q3 		$45.9M Buy
198,731
+7,413
+4% +$1.89M 4.23% 9
2022
Q2 		$47.2M Buy
191,318
+79
+0% +$19.5K 4.02% 8
2022
Q1 		$47.3M Buy
191,239
+4,052
+2% +$1.01M 3.43% 9
2021
Q4 		$50.2M Buy
187,187
+8,128
+5% +$2.05M 3.63% 8
2021
Q3 		$43.2M Sell
179,059
-18,477
-9% -$4.41M 3.38% 9
2021
Q2 		$45.6M Sell
197,536
-2,746
-1% -$639K 3.6% 8
2021
Q1 		$44.9M Buy
200,282
+6,097
+3% +$1.3M 3.98% 7
2020
Q4 		$41.7M Sell
194,185
-2,941
-1% -$640K 3.96% 6
2020
Q3 		$43.3M Sell
197,126
-16,436
-8% -$3.37M 4.58% 5
2020
Q2 		$39.4M Buy
213,562
+9,675
+5% +$1.77M 4.51% 6
2020
Q1 		$33.7M Buy
203,887
+51,595
+34% +$10.2M 4.4% 7
2019
Q4 		$30.1M Sell
152,292
-989
-0.6% -$196K 4.23% 7
2019
Q3 		$32.9M Buy
153,281
+13,936
+10% +$2.99M 5.03% 7
2019
Q2 		$28.9M Sell
139,345
-13,439
-9% -$2.66M 4.68% 7
2019
Q1 		$29M Buy
152,784
+11,113
+8% +$2.02M 4.96% 7
2018
Q4 		$25.2M Buy
141,671
+563
+0.4% +$99.8K 5.05% 6
2018
Q3 		$23.6M Sell
141,108
-2,917
-2% -$467K 5.87% 7
2018
Q2 		$22.6M Buy
144,025
+6,933
+5% +$1.12M 6.77% 5
2018
Q1 		$21.4M Buy
137,092
+28,600
+26% +$4.71M 7.07% 4
2017
Q4 		$18.7M Sell
108,492
-307
-0.3% -$51.6K 6.97% 4
2017
Q3 		$17M Buy
108,799
+3,247
+3% +$509K 7.58% 4
2017
Q2 		$16.2M Sell
105,552
-4,289
-4% -$620K 7.81% 4
2017
Q1 		$14.2M Buy
109,841
+4,755
+5% +$597K 7.22% 4
2016
Q4 		$12.8M Buy
105,086
+2,402
+2% +$282K 5.84% 7
2016
Q3 		$11.8M Buy
102,684
+130
+0.1% +$15.4K 6.29% 5
2016
Q2 		$12.3M Sell
102,554
-17,122
-14% -$2.14M 6.67% 5
2016
Q1 		$15M Buy
119,676
+25,304
+27% +$3.02M 5.95% 6
2015
Q4 		$11.1M Sell
94,372
-4,758
-5% -$532K 3.96% 8
2015
Q3 		$9.77M Sell
99,130
-37,863
-28% -$3.69M 4.33% 5
2015
Q2 		$13M Buy
136,993
+3,387
+3% +$328K 5.08% 5
2015
Q1 		$13M Sell
133,606
-600
-0.4% -$56.9K 5% 5
2014
Q4 		$12.6M Sell
134,206
-2,506
-2% -$235K 3.91% 8
2014
Q3 		$13M Sell
136,712
-8,224
-6% -$784K 7.89% 4
2014
Q2 		$14.6M Sell
144,936
-834
-0.6% -$84.2K 10.16% 3
2014
Q1 		$14.3M Buy
145,770
+5,439
+4% +$520K 8.75% 4
2013
Q4 		$13.6M Buy
+140,331
New +$13.5M 8.78% 4

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

Capstone Financial Advisors's MCD Position: Q1 2026 in Review

Capstone Financial Advisors reduced its McDonald's (MCD) stake by 1.8% in Q1 2026, selling an estimated $1.16M and leaving 194,414 shares worth $60.4M. The position accounts for 3.25% of the portfolio, ranked #9.

Capstone Financial Advisors first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $67.4M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capstone Financial Advisors held 194,414 shares of McDonald's worth $60.4M as of Q1 2026.
  • Capstone Financial Advisors sold 3,643 McDonald's shares in Q1 2026, an estimated $1.16M.
  • McDonald's made up 3.25% of Capstone Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Capstone Financial Advisors first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • Capstone Financial Advisors's McDonald's position peaked at $67.4M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.