Capstone Wealth Management Group (Oregon)’s McDonald's MCD Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$274K	Buy	1,014 +103	+11%	+$29.5K	0.17%	102
2026 Q1	$283K	Buy	911 +9	+1%	+$2.87K	0.17%	98
2025 Q4	$276K	Sell	902 -775	-46%	-$237K	0.17%	97
2025 Q3	$510K	Buy	1,677 +53	+3%	+$16.1K	0.33%	60
2025 Q2	$475K	Buy	1,624 +2	+0.1%	+$617	0.35%	61
2025 Q1	$507K	Buy	1,622 +3	+0.2%	+$897	0.4%	54
2024 Q4	$469K	Buy	+1,619	New	+$483K	0.36%	63

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s MCD Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,014 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #102.

Capstone Wealth Management Group (Oregon) first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $510K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 1,014 shares of McDonald's worth $274K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 103 McDonald's shares in Q2 2026, an estimated $29.5K.
McDonald's made up 0.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #102 holding.
Capstone Wealth Management Group (Oregon) first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s McDonald's position peaked at $510K in Q3 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.