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CapWealth Advisors’s McDonald's MCD Stock Holding History

CapWealth Advisors’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 		$398K Sell
1,282
-1,510
-54% -$481K 0.03% 89
2025
Q4 		$853K Buy
2,792
+11
+0.4% +$3.37K 0.06% 78
2025
Q3 		$845K Hold
2,781
– – 0.06% 79
2025
Q2 		$813K Sell
2,781
-455
-14% -$140K 0.08% 67
2025
Q1 		$1.01M Sell
3,236
-15
-0.5% -$4.49K 0.11% 64
2024
Q4 		$942K Buy
3,251
+193
+6% +$57.6K 0.1% 62
2024
Q3 		$931K Buy
3,058
+188
+7% +$51.8K 0.1% 62
2024
Q2 		$731K Buy
2,870
+15
+0.5% +$3.98K 0.09% 59
2024
Q1 		$805K Hold
2,855
– – 0.09% 60
2023
Q4 		$847K Hold
2,855
– – 0.1% 59
2023
Q3 		$752K Hold
2,855
– – 0.1% 67
2023
Q2 		$852K Hold
2,855
– – 0.1% 65
2023
Q1 		$798K Sell
2,855
-334
-10% -$89.5K 0.1% 68
2022
Q4 		$840K Buy
3,189
+200
+7% +$52.8K 0.1% 72
2022
Q3 		$690K Sell
2,989
-195
-6% -$49.8K 0.09% 74
2022
Q2 		$786K Buy
3,184
+195
+7% +$48K 0.09% 74
2022
Q1 		$739K Sell
2,989
-95
-3% -$23.7K 0.08% 86
2021
Q4 		$827K Hold
3,084
– – 0.08% 80
2021
Q3 		$744K Sell
3,084
-10
-0.3% -$2.39K 0.08% 80
2021
Q2 		$715K Buy
3,094
+10
+0.3% +$2.33K 0.08% 78
2021
Q1 		$691K Hold
3,084
– – 0.08% 77
2020
Q4 		$662K Buy
3,084
+74
+2% +$16.1K 0.08% 73
2020
Q3 		$661K Hold
3,010
– – 0.09% 68
2020
Q2 		$555K Sell
3,010
-220
-7% -$40.3K 0.08% 73
2020
Q1 		$534K Hold
3,230
– – 0.09% 66
2019
Q4 		$638K Hold
3,230
– – 0.08% 72
2019
Q3 		$694K Hold
3,230
– – 0.09% 68
2019
Q2 		$671K Hold
3,230
– – 0.1% 66
2019
Q1 		$613K Hold
3,230
– – 0.09% 65
2018
Q4 		$574K Buy
3,230
+60
+2% +$10.6K 0.1% 68
2018
Q3 		$530K Hold
3,170
– – 0.09% 79
2018
Q2 		$497K Hold
3,170
– – 0.09% 80
2018
Q1 		$496K Hold
3,170
– – 0.1% 74
2017
Q4 		$546K Buy
3,170
+95
+3% +$16K 0.1% 75
2017
Q3 		$482K Hold
3,075
– – 0.09% 78
2017
Q2 		$471K Hold
3,075
– – 0.09% 78
2017
Q1 		$399K Sell
3,075
-54
-2% -$6.78K 0.08% 84
2016
Q4 		$381K Sell
3,129
-50
-2% -$5.86K 0.08% 80
2016
Q3 		$367K Sell
3,179
-96
-3% -$11.4K 0.09% 74
2016
Q2 		$394K Sell
3,275
-20
-0.6% -$2.5K 0.1% 76
2016
Q1 		$414K Buy
3,295
+520
+19% +$62.1K 0.11% 73
2015
Q4 		$328K Sell
2,775
-325
-10% -$36.3K 0.08% 74
2015
Q3 		$305K Sell
3,100
-3,004
-49% -$293K 0.08% 72
2015
Q2 		$580K Sell
6,104
-41
-0.7% -$3.97K 0.14% 61
2015
Q1 		$599K Sell
6,145
-13
-0.2% -$1.23K 0.14% 66
2014
Q4 		$577K Sell
6,158
-1,300
-17% -$122K 0.14% 66
2014
Q3 		$707K Sell
7,458
-220
-3% -$21K 0.16% 63
2014
Q2 		$773K Buy
7,678
+178
+2% +$18K 0.18% 61
2014
Q1 		$735K Hold
7,500
– – 0.2% 56
2013
Q4 		$728K Sell
7,500
-1,658
-18% -$159K 0.18% 63
2013
Q3 		$881K Buy
9,158
+304
+3% +$29.7K 0.25% 58
2013
Q2 		$877K Buy
+8,854
New +$887K 0.26% 61

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

CapWealth Advisors's MCD Position: Q1 2026 in Review

CapWealth Advisors reduced its McDonald's (MCD) stake by 54% in Q1 2026, selling an estimated $481K and leaving 1,282 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #89.

CapWealth Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • CapWealth Advisors held 1,282 shares of McDonald's worth $398K as of Q1 2026.
  • CapWealth Advisors sold 1,510 McDonald's shares in Q1 2026, an estimated $481K.
  • McDonald's made up 0.03% of CapWealth Advisors's portfolio in Q1 2026, its #89 holding.
  • CapWealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • CapWealth Advisors's McDonald's position peaked at $1.01M in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.