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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
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
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 $137B AUM 18.02% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s MCD Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its McDonald's (MCD) stake by 1% in Q1 2026, buying an estimated $2.87K and bringing the position to 911 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #98.

Capstone Wealth Management Group (Oregon) first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $510K in Q3 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 911 shares of McDonald's worth $283K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) bought 9 McDonald's shares in Q1 2026, an estimated $2.87K.
  • McDonald's made up 0.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #98 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s McDonald's position peaked at $510K in Q3 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.