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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
2019
Q2 		– Sell
-5,000
Closed -$950K – 96
2019
Q1 		$950K Buy
+5,000
New +$907K 0.16% 33

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

Capstone Financial Advisors's MCD Position: Q2 2026 in Review

Capstone Financial Advisors reduced its McDonald's (MCD) stake by 0.63% in Q2 2026, selling an estimated $353K and leaving 193,183 shares worth $52.2M. The position accounts for 2.54% of the portfolio, ranked #11.

Capstone Financial Advisors first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $67.4M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capstone Financial Advisors held 193,183 shares of McDonald's worth $52.2M as of Q2 2026.
  • Capstone Financial Advisors sold 1,231 McDonald's shares in Q2 2026, an estimated $353K.
  • McDonald's made up 2.54% of Capstone Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Capstone Financial Advisors first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
  • Capstone Financial Advisors's McDonald's position peaked at $67.4M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.