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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
Q3 		$2.98M Buy
12,909
+2,502
+24% +$659K 0.09% 200
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's MCD Position: Q3 2026 in Review

CoreCap Advisors increased its McDonald's (MCD) stake by 24% in Q3 2026, buying an estimated $659K and bringing the position to 12,909 shares worth $2.98M. The position accounts for 0.09% of the portfolio, ranked #200.

CoreCap Advisors first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.14M in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • CoreCap Advisors held 12,909 shares of McDonald's worth $2.98M as of Q3 2026.
  • CoreCap Advisors bought 2,502 McDonald's shares in Q3 2026, an estimated $659K.
  • McDonald's made up 0.09% of CoreCap Advisors's portfolio in Q3 2026, its #200 holding.
  • CoreCap Advisors first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's McDonald's position peaked at $4.14M in Q1 2025.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.