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

Capstone Investment 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 		$4.44M Buy
14,300
+1,900
+15% +$605K 0.01% 448
2025
Q4 		$3.79M Sell
12,400
-39,300
-76% -$12M 0.01% 429
2025
Q3 		$15.7M Buy
51,700
+6,600
+15% +$2.01M 0.03% 244
2025
Q2 		$13.2M Sell
45,100
-11,900
-21% -$3.67M 0.03% 201
2025
Q1 		$17.8M Buy
57,000
+1,600
+3% +$479K 0.05% 192
2024
Q4 		$16.1M Buy
55,400
+17,100
+45% +$5.1M 0.04% 254
2024
Q3 		$11.7M Sell
38,300
-8,900
-19% -$2.45M 0.04% 269
2024
Q2 		$12M Buy
47,200
+12,700
+37% +$3.37M 0.04% 274
2024
Q1 		$9.73M Sell
34,500
-25,900
-43% -$7.53M 0.04% 280
2023
Q4 		$17.9M Buy
60,400
+25,000
+71% +$6.8M 0.05% 230
2023
Q3 		$9.33M Buy
35,400
+100
+0.3% +$28.5K 0.04% 289
2023
Q2 		$10.5M Buy
35,300
+2,700
+8% +$784K 0.05% 241
2023
Q1 		$9.12M Buy
32,600
+13,700
+72% +$3.67M 0.05% 255
2022
Q4 		$4.98M Buy
18,900
+1,700
+10% +$448K 0.04% 387
2022
Q3 		$3.97M Sell
17,200
-15,300
-47% -$3.91M 0.02% 471
2022
Q2 		$8.02M Sell
32,500
-75,700
-70% -$18.6M 0.04% 303
2022
Q1 		$26.8M Sell
108,200
-75,000
-41% -$18.7M 0.07% 207
2021
Q4 		$49.1M Buy
183,200
+44,800
+32% +$11.3M 0.08% 205
2021
Q3 		$33.4M Buy
138,400
+6,600
+5% +$1.58M 0.07% 277
2021
Q2 		$30.4M Hold
131,800
– – 0.07% 258
2021
Q1 		$29.5M Buy
131,800
+23,900
+22% +$5.11M 0.09% 211
2020
Q4 		$23.2M Buy
107,900
+26,000
+32% +$5.65M 0.08% 218
2020
Q3 		$18M Buy
81,900
+28,500
+53% +$5.85M 0.09% 193
2020
Q2 		$9.85M Buy
53,400
+50,800
+1,954% +$9.31M 0.07% 260
2020
Q1 		$430K Sell
2,600
-103,100
-98% -$20.3M 0.01% 919
2019
Q4 		$20.9M Buy
105,700
+30,900
+41% +$6.13M 0.11% 194
2019
Q3 		$16.1M Buy
74,800
+27,800
+59% +$5.96M 0.11% 180
2019
Q2 		$9.76M Sell
47,000
-172,100
-79% -$34.1M 0.07% 297
2019
Q1 		$41.6M Buy
219,100
+197,300
+905% +$35.8M 0.38% 54
2018
Q4 		$3.87M Buy
21,800
+4,800
+28% +$851K 0.05% 305
2018
Q3 		$2.84M Buy
17,000
+16,800
+8,400% +$2.69M 0.03% 361
2018
Q2 		$31K Buy
+200
New +$32.4K ﹤0.01% 662
2017
Q2 		– Sell
-7,100
Closed -$919K – 810
2017
Q1 		$919K Sell
7,100
-2,800
-28% -$351K 0.02% 451
2016
Q4 		$1.2M Buy
+9,900
New +$1.16M 0.04% 369
2015
Q1 		– Sell
-73,300
Closed -$6.87M – 315
2014
Q4 		$6.87M Buy
73,300
+30,400
+71% +$2.85M 0.1% 143
2014
Q3 		$4.07M Sell
42,900
-101,700
-70% -$9.7M 0.05% 236
2014
Q2 		$14.6M Sell
144,600
-1,563,900
-92% -$158M 0.19% 101
2014
Q1 		$167M Buy
1,708,500
+1,536,000
+890% +$147M 2.14% 7
2013
Q4 		$16.7M Sell
172,500
-593,200
-77% -$57M 0.18% 66
2013
Q3 		$73.7M Buy
765,700
+95,800
+14% +$9.35M 0.74% 19
2013
Q2 		$66.3M Buy
+669,900
New +$67.1M 0.7% 22

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 $147M AUM 25.76% 1-Year Est. Return

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. 3,569 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.
  • 3,569 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.