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Capstone Triton Financial Group’s McDonald's MCD Stock Holding History

Capstone Triton Financial Group’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
Q2 		$1.27M Buy
+4,700
New +$1.35M 0.73% 47
2026
Q1 		– Sell
-4,869
Closed -$1.49M – 95
2025
Q4 		$1.49M Buy
4,869
+196
+4% +$60K 0.99% 42
2025
Q3 		$1.42M Buy
4,673
+106
+2% +$32.3K 0.95% 40
2025
Q2 		$1.33M Buy
+4,567
New +$1.41M 0.97% 41
2024
Q4 		$1.28M Buy
4,416
+120
+3% +$35.8K 0.8% 44
2024
Q3 		$1.31M Sell
4,296
-74
-2% -$20.4K 0.84% 43
2024
Q2 		$1.11M Buy
4,370
+96
+2% +$25.5K 0.78% 47
2024
Q1 		$1.21M Buy
4,274
+204
+5% +$59.3K 0.86% 43
2023
Q4 		$1.21M Sell
4,070
-350
-8% -$95.3K 0.88% 38
2023
Q3 		$1.16M Buy
4,420
+158
+4% +$45.1K 0.85% 40
2023
Q2 		$1.27M Buy
4,262
+86
+2% +$25K 0.87% 41
2023
Q1 		$1.17M Buy
4,176
+355
+9% +$95.1K 0.88% 42
2022
Q4 		$1.01M Buy
3,821
+524
+16% +$138K 0.81% 46
2022
Q3 		$761K Buy
3,297
+86
+3% +$22K 0.65% 52
2022
Q2 		$814K Buy
3,211
+260
+9% +$64K 0.62% 53
2022
Q1 		$729K Buy
2,951
+390
+15% +$97.2K 0.51% 65
2021
Q4 		$684K Buy
2,561
+285
+13% +$72K 1.38% 34
2021
Q3 		$540K Buy
2,276
+404
+22% +$96.4K 0.32% 79
2021
Q2 		$432K Buy
1,872
+245
+15% +$57K 0.27% 80
2021
Q1 		$365K Buy
1,627
+64
+4% +$13.7K 0.24% 82
2020
Q4 		$335K Buy
+1,563
New +$340K 0.21% 83

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 Triton Financial Group's MCD Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in McDonald's (MCD) in Q2 2026: 4,700 shares worth $1.27M. The stake represents 0.73% of the portfolio and ranks #47 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in MCD as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.49M in Q4 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Capstone Triton Financial Group held 4,700 shares of McDonald's worth $1.27M as of Q2 2026.
  • McDonald's was a new Capstone Triton Financial Group position in Q2 2026.
  • McDonald's made up 0.73% of Capstone Triton Financial Group's portfolio in Q2 2026, its #47 holding.
  • Capstone Triton Financial Group first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Capstone Triton Financial Group's McDonald's position peaked at $1.49M in Q4 2025.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.