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	–	Hold	0	–	–	–	128
2025 Q4	–	Sell	-1,200	Closed	-$368K	–	121
2025 Q3	$365K	Buy	+1,200	New	+$365K	0.02%	121
2025 Q2	–	Hold	0	–	–	–	115
2025 Q1	–	Hold	0	–	–	–	104
2024 Q4	–	Hold	0	–	–	–	111
2024 Q3	–	Hold	0	–	–	–	100
2024 Q2	–	Hold	0	–	–	–	114
2024 Q1	–	Hold	0	–	–	–	106
2019 Q2	–	Sell	-5,000	Closed	-$950K	–	97
2019 Q1	$950K	Sell	5,000 -4,000	-44%	-$726K	0.16%	34
2018 Q4	$1.6M	Buy	+9,000	New	+$1.6M	0.32%	27

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.