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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
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
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 $147M AUM 25.76% 1-Year Est. Return

Cascades Capital Asset Management's MCD Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its McDonald's (MCD) stake by 8.9% in Q1 2026, selling an estimated $178K and leaving 5,715 shares worth $1.78M. The position accounts for 0.74% of the portfolio, ranked #26.

Cascades Capital Asset Management first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Cascades Capital Asset Management held 5,715 shares of McDonald's worth $1.78M as of Q1 2026.
  • Cascades Capital Asset Management sold 559 McDonald's shares in Q1 2026, an estimated $178K.
  • McDonald's made up 0.74% of Cascades Capital Asset Management's portfolio in Q1 2026, its #26 holding.
  • Cascades Capital Asset Management first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's McDonald's position peaked at $2.22M in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.