Cascades Capital Asset Management’s McDonald's MCD Stock Holding History

Cascades Capital Asset Management’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	$1.42M	Sell	5,262 -453	-8%	-$130K	0.53%	41
2026 Q1	$1.78M	Sell	5,715 -559	-9%	-$178K	0.74%	26
2025 Q4	$1.92M	Sell	6,274 -253	-4%	-$77.5K	0.8%	24
2025 Q3	$1.98M	Sell	6,527 -2	-0%	-$609	0.87%	25
2025 Q2	$1.91M	Sell	6,529 -473	-7%	-$146K	0.98%	23
2025 Q1	$2.19M	Sell	7,002 -255	-4%	-$76.3K	1.18%	17
2024 Q4	$2.1M	Sell	7,257 -21	-0.3%	-$6.26K	1.12%	18
2024 Q3	$2.22M	Buy	+7,278	New	+$2.01M	1.22%	17

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

Cascades Capital Asset Management's MCD Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its McDonald's (MCD) stake by 7.9% in Q2 2026, selling an estimated $130K and leaving 5,262 shares worth $1.42M. The position accounts for 0.53% of the portfolio, ranked #41.

Cascades Capital Asset Management first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q3 2024. 3,469 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cascades Capital Asset Management held 5,262 shares of McDonald's worth $1.42M as of Q2 2026.
Cascades Capital Asset Management sold 453 McDonald's shares in Q2 2026, an estimated $130K.
McDonald's made up 0.53% of Cascades Capital Asset Management's portfolio in Q2 2026, its #41 holding.
Cascades Capital Asset Management first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's McDonald's position peaked at $2.22M in Q3 2024.
3,469 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.