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 Q3	$235K	Buy	1,018 +4	+0.4%	+$1.05K	0.14%	113
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s MCD Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its McDonald's (MCD) stake by 0.39% in Q3 2026, buying an estimated $1.05K and bringing the position to 1,018 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #113.

Capstone Wealth Management Group (Oregon) first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $510K in Q3 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 1,018 shares of McDonald's worth $235K as of Q3 2026.
Capstone Wealth Management Group (Oregon) bought 4 McDonald's shares in Q3 2026, an estimated $1.05K.
McDonald's made up 0.14% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #113 holding.
Capstone Wealth Management Group (Oregon) first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s McDonald's position peaked at $510K in Q3 2025.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.