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

Capstone Wealth Management Group (Pennsylvania)’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 		$368K Buy
1,183
+4
+0.3% +$1.27K 0.15% 73
2025
Q4 		$360K Buy
1,179
+54
+5% +$16.5K 0.15% 63
2025
Q3 		$342K Buy
1,125
+8
+0.7% +$2.44K 0.14% 59
2025
Q2 		$326K Buy
1,117
+336
+43% +$104K 0.31% 42
2025
Q1 		$244K Buy
781
+2
+0.3% +$598 0.14% 63
2024
Q4 		$226K Sell
779
-2
-0.3% -$596 0.12% 71
2024
Q3 		$238K Buy
+781
New +$215K 0.14% 67
2024
Q2 		– Sell
-777
Closed -$219K – 71
2024
Q1 		$219K Buy
777
+2
+0.3% +$582 0.16% 66
2023
Q4 		$230K Sell
775
-2
-0.3% -$544 0.22% 56
2023
Q3 		$205K Buy
777
+2
+0.3% +$570 0.21% 53
2023
Q2 		$231K Buy
775
+9
+1% +$2.62K 0.24% 53
2023
Q1 		$214K Sell
766
-53
-6% -$14.2K 0.24% 54
2022
Q4 		$216K Buy
+819
New +$216K 0.23% 56
2022
Q3 		– Sell
-840
Closed -$207K – 59
2022
Q2 		$207K Buy
840
+2
+0.2% +$493 0.25% 60
2022
Q1 		$207K Buy
838
+7
+0.8% +$1.74K 0.21% 65
2021
Q4 		$223K Buy
+831
New +$210K 0.18% 76

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 (Pennsylvania)'s MCD Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its McDonald's (MCD) stake by 0.34% in Q1 2026, buying an estimated $1.27K and bringing the position to 1,183 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #73.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,183 shares of McDonald's worth $368K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 4 McDonald's shares in Q1 2026, an estimated $1.27K.
  • McDonald's made up 0.15% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #73 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.