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CoreCap Advisors’s McDonald's MCD Stock Holding History

CoreCap 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
Q2 		$2.81M Sell
10,407
-455
-4% -$130K 0.08% 206
2026
Q1 		$3.38M Buy
10,862
+290
+3% +$92.4K 0.11% 168
2025
Q4 		$3.23M Sell
10,572
-1,171
-10% -$359K 0.11% 172
2025
Q3 		$3.57M Sell
11,743
-396
-3% -$121K 0.13% 166
2025
Q2 		$3.55M Sell
12,139
-1,118
-8% -$345K 0.14% 134
2025
Q1 		$4.14M Buy
13,257
+1,288
+11% +$385K 0.18% 111
2024
Q4 		$3.47M Buy
11,969
+438
+4% +$131K 0.16% 129
2024
Q3 		$3.51M Buy
+11,531
New +$3.18M 0.17% 126
2024
Q2 		– Sell
-11,570
Closed -$3.26M – 2204
2024
Q1 		$3.26M Buy
11,570
+815
+8% +$237K 0.17% 119
2023
Q4 		$3.19M Sell
10,755
-2,751
-20% -$749K 0.21% 100
2023
Q3 		$3.56M Buy
13,506
+145
+1% +$41.4K 0.26% 78
2023
Q2 		$3.99M Buy
+13,361
New +$3.88M 0.28% 69
2022
Q4 		$4.04M Buy
15,328
+6,477
+73% +$1.71M 0.29% 62
2022
Q3 		$2.04M Buy
8,851
+387
+5% +$98.9K 0.17% 109
2022
Q2 		$2.09M Sell
8,464
-5,058
-37% -$1.25M 0.16% 105
2022
Q1 		$3.34M Buy
13,522
+1,238
+10% +$308K 0.23% 79
2021
Q4 		$3.29M Buy
+12,284
New +$3.1M 0.22% 86

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CoreCap Advisors's MCD Position: Q2 2026 in Review

CoreCap Advisors reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $130K and leaving 10,407 shares worth $2.81M. The position accounts for 0.08% of the portfolio, ranked #206.

CoreCap Advisors first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.14M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CoreCap Advisors held 10,407 shares of McDonald's worth $2.81M as of Q2 2026.
  • CoreCap Advisors sold 455 McDonald's shares in Q2 2026, an estimated $130K.
  • McDonald's made up 0.08% of CoreCap Advisors's portfolio in Q2 2026, its #206 holding.
  • CoreCap Advisors first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's McDonald's position peaked at $4.14M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.