Capstone Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.1M | Buy |
3,555
+960
| +37% | +$306K | ﹤0.01% | 833 |
|
|
2025
Q4 | $793K | Sell |
2,595
-17,129
| -87% | -$5.25M | ﹤0.01% | 965 |
|
|
2025
Q3 | $5.99M | Sell |
19,724
-2,009
| -9% | -$611K | 0.01% | 430 |
|
|
2025
Q2 | $6.35M | Buy |
+21,733
| New | +$6.7M | 0.02% | 347 |
|
|
2025
Q1 | – | Sell |
-17,565
| Closed | -$5.25M | – | 1681 |
|
|
2024
Q4 | $5.09M | Buy |
17,565
+17,466
| +17,642% | +$5.21M | 0.01% | 535 |
|
|
2024
Q3 | $30.1K | Sell |
99
-49,344
| -100% | -$13.6M | ﹤0.01% | 1835 |
|
|
2024
Q2 | $12.6M | Buy |
49,443
+21,492
| +77% | +$5.7M | 0.04% | 266 |
|
|
2024
Q1 | $7.88M | Buy |
27,951
+17,773
| +175% | +$5.17M | 0.03% | 317 |
|
|
2023
Q4 | $3.02M | Sell |
10,178
-12,042
| -54% | -$3.28M | 0.01% | 683 |
|
|
2023
Q3 | $5.85M | Buy |
22,220
+15,889
| +251% | +$4.53M | 0.03% | 386 |
|
|
2023
Q2 | $1.89M | Buy |
6,331
+6,306
| +25,224% | +$1.83M | 0.01% | 652 |
|
|
2023
Q1 | $6.99K | Buy |
+25
| New | +$6.7K | ﹤0.01% | 1484 |
|
|
2022
Q4 | – | Sell |
-8,896
| Closed | -$2.35M | – | 1597 |
|
|
2022
Q3 | $2.05M | Buy |
8,896
+3,163
| +55% | +$808K | 0.01% | 735 |
|
|
2022
Q2 | $1.42M | Sell |
5,733
-1,406
| -20% | -$346K | 0.01% | 894 |
|
|
2022
Q1 | $1.76M | Buy |
7,139
+5,912
| +482% | +$1.47M | ﹤0.01% | 1118 |
|
|
2021
Q4 | $329K | Sell |
1,227
-6,644
| -84% | -$1.68M | ﹤0.01% | 1517 |
|
|
2021
Q3 | $1.9M | Buy |
7,871
+2,628
| +50% | +$627K | ﹤0.01% | 1219 |
|
|
2021
Q2 | $1.21M | Buy |
+5,243
| New | +$1.22M | ﹤0.01% | 1165 |
|
|
2020
Q4 | – | Sell |
-1,092
| Closed | -$237K | – | 1720 |
|
|
2020
Q3 | $240K | Buy |
+1,092
| New | +$224K | ﹤0.01% | 1263 |
|
|
2020
Q2 | – | Sell |
-8,615
| Closed | -$1.58M | – | 1345 |
|
|
2020
Q1 | $1.42M | Sell |
8,615
-15,354
| -64% | -$3.03M | 0.02% | 616 |
|
|
2019
Q4 | $4.74M | Buy |
23,969
+18,269
| +321% | +$3.62M | 0.03% | 573 |
|
|
2019
Q3 | $1.22M | Buy |
5,700
+603
| +12% | +$129K | 0.01% | 869 |
|
|
2019
Q2 | $1.06M | Buy |
+5,097
| New | +$1.01M | 0.01% | 927 |
|
|
2019
Q1 | – | Sell |
-1,026
| Closed | -$186K | – | 1332 |
|
|
2018
Q4 | $182K | Sell |
1,026
-3,375
| -77% | -$599K | ﹤0.01% | 1047 |
|
|
2018
Q3 | $736K | Sell |
4,401
-4,390
| -50% | -$704K | 0.01% | 689 |
|
|
2018
Q2 | $1.38M | Buy |
+8,791
| New | +$1.43M | 0.02% | 334 |
|
|
2018
Q1 | – | Sell |
-192,000
| Closed | -$33M | – | 469 |
|
|
2017
Q4 | $33M | Buy |
192,000
+182,948
| +2,021% | +$30.7M | 0.93% | 20 |
|
|
2017
Q3 | $1.42M | Buy |
+9,052
| New | +$1.42M | 0.05% | 183 |
|
|
2016
Q3 | – | Sell |
-49,398
| Closed | -$5.94M | – | 848 |
|
|
2016
Q2 | $5.94M | Buy |
49,398
+44,921
| +1,003% | +$5.63M | 0.11% | 126 |
|
|
2016
Q1 | $562K | Sell |
4,477
-3,523
| -44% | -$421K | 0.02% | 404 |
|
|
2015
Q4 | $945K | Buy |
+8,000
| New | +$895K | 0.03% | 248 |
|
|
2015
Q1 | – | Sell |
-43,277
| Closed | -$4.05M | – | 316 |
|
|
2014
Q4 | $4.05M | Sell |
43,277
-39,109
| -47% | -$3.66M | 0.06% | 180 |
|
|
2014
Q3 | $7.81M | Sell |
82,386
-2,301
| -3% | -$219K | 0.09% | 178 |
|
|
2014
Q2 | $8.53M | Buy |
+84,687
| New | +$8.55M | 0.11% | 144 |
|
|
2014
Q1 | – | Sell |
-6,096
| Closed | -$583K | – | 482 |
|
|
2013
Q4 | $591K | Sell |
6,096
-67,713
| -92% | -$6.51M | 0.01% | 426 |
|
|
2013
Q3 | $7.1M | Buy |
+73,809
| New | +$7.21M | 0.07% | 146 |
|
Other funds holding MCD
VCM
VPM
DAM
Capstone Investment Advisors's MCD Position: Q1 2026 in Review
Capstone Investment Advisors increased its McDonald's (MCD) stake by 37% in Q1 2026, buying an estimated $306K and bringing the position to 3,555 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #833.
Capstone Investment Advisors first reported a position in MCD in Q3 2013 and has held it in 36 quarters since. The position peaked at $33M in Q4 2017. 3,579 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Capstone Investment Advisors held 3,555 shares of McDonald's worth $1.1M as of Q1 2026.
- Capstone Investment Advisors bought 960 McDonald's shares in Q1 2026, an estimated $306K.
- McDonald's made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #833 holding.
- Capstone Investment Advisors first reported a position in McDonald's in Q3 2013 and has held it in 36 quarters since.
- Capstone Investment Advisors's McDonald's position peaked at $33M in Q4 2017.
- 3,579 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.