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 		$21.4M Buy
69,000
+24,900
+56% +$7.93M 0.04% 164
2025
Q4 		$13.5M Sell
44,100
-105,600
-71% -$32.3M 0.03% 225
2025
Q3 		$45.5M Buy
149,700
+45,800
+44% +$13.9M 0.08% 111
2025
Q2 		$30.4M Sell
103,900
-13,400
-11% -$4.13M 0.08% 108
2025
Q1 		$36.6M Sell
117,300
-80,900
-41% -$24.2M 0.1% 102
2024
Q4 		$57.5M Buy
198,200
+62,300
+46% +$18.6M 0.14% 89
2024
Q3 		$41.4M Buy
135,900
+19,900
+17% +$5.48M 0.13% 109
2024
Q2 		$29.6M Buy
116,000
+45,400
+64% +$12M 0.09% 138
2024
Q1 		$19.9M Sell
70,600
-59,500
-46% -$17.3M 0.07% 177
2023
Q4 		$38.6M Buy
130,100
+63,600
+96% +$17.3M 0.12% 125
2023
Q3 		$17.5M Buy
66,500
+18,700
+39% +$5.33M 0.08% 171
2023
Q2 		$14.3M Buy
47,800
+8,800
+23% +$2.56M 0.07% 197
2023
Q1 		$10.9M Sell
39,000
-21,400
-35% -$5.73M 0.06% 227
2022
Q4 		$15.9M Buy
60,400
+1,100
+2% +$290K 0.12% 150
2022
Q3 		$13.7M Sell
59,300
-36,200
-38% -$9.25M 0.08% 173
2022
Q2 		$23.6M Sell
95,500
-210,200
-69% -$51.8M 0.12% 109
2022
Q1 		$75.6M Sell
305,700
-628,000
-67% -$156M 0.21% 59
2021
Q4 		$250M Buy
933,700
+177,300
+23% +$44.8M 0.42% 40
2021
Q3 		$182M Buy
756,400
+130,000
+21% +$31M 0.36% 46
2021
Q2 		$145M Buy
626,400
+74,600
+14% +$17.4M 0.33% 66
2021
Q1 		$124M Buy
551,800
+204,700
+59% +$43.8M 0.36% 53
2020
Q4 		$74.5M Buy
347,100
+66,600
+24% +$14.5M 0.25% 70
2020
Q3 		$61.6M Buy
280,500
+112,100
+67% +$23M 0.31% 54
2020
Q2 		$31.1M Buy
168,400
+144,100
+593% +$26.4M 0.21% 87
2020
Q1 		$4.02M Sell
24,300
-312,300
-93% -$61.5M 0.06% 330
2019
Q4 		$66.5M Sell
336,600
-28,000
-8% -$5.55M 0.36% 49
2019
Q3 		$78.3M Buy
364,600
+144,800
+66% +$31M 0.54% 36
2019
Q2 		$45.6M Buy
219,800
+71,900
+49% +$14.2M 0.33% 66
2019
Q1 		$28.1M Buy
147,900
+73,100
+98% +$13.3M 0.26% 84
2018
Q4 		$13.3M Buy
74,800
+37,500
+101% +$6.65M 0.16% 98
2018
Q3 		$6.24M Buy
37,300
+17,600
+89% +$2.82M 0.07% 214
2018
Q2 		$3.09M Buy
+19,700
New +$3.19M 0.05% 210
2017
Q2 		– Sell
-7,300
Closed -$945K – 811
2017
Q1 		$945K Sell
7,300
-5,800
-44% -$728K 0.02% 443
2016
Q4 		$1.59M Buy
+13,100
New +$1.54M 0.05% 327
2015
Q1 		– Sell
-20,000
Closed -$1.87M – 317
2014
Q4 		$1.87M Sell
20,000
-60,300
-75% -$5.64M 0.03% 228
2014
Q3 		$7.61M Buy
80,300
+56,500
+237% +$5.39M 0.09% 182
2014
Q2 		$2.4M Sell
23,800
-443,300
-95% -$44.8M 0.03% 252
2014
Q1 		$45.8M Buy
467,100
+420,700
+907% +$40.2M 0.58% 33
2013
Q4 		$4.5M Sell
46,400
-359,100
-89% -$34.5M 0.05% 218
2013
Q3 		$39M Buy
405,500
+224,200
+124% +$21.9M 0.39% 40
2013
Q2 		$17.9M Buy
+181,300
New +$18.2M 0.19% 67

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.