DJE Kapital’s McDonald's MCD Stock Holding History

DJE Kapital’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	$14.1M	Buy	45,617 +5,200	+13%	+$1.66M	0.31%	55
2025 Q4	$12.4M	Sell	40,417 -2,540	-6%	-$778K	0.34%	46
2025 Q3	$12.6M	Hold	42,957	–	–	0.31%	53
2025 Q2	$12.6M	Buy	42,957 +5,055	+13%	+$1.56M	0.31%	53
2025 Q1	$11.7M	Sell	37,902 -1,425	-4%	-$426K	0.35%	55
2024 Q4	$11.4M	Buy	+39,327	New	+$11.7M	0.27%	55

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

DJE Kapital's MCD Position: Q1 2026 in Review

DJE Kapital increased its McDonald's (MCD) stake by 13% in Q1 2026, buying an estimated $1.66M and bringing the position to 45,617 shares worth $14.1M. The position accounts for 0.31% of the portfolio, ranked #55.

DJE Kapital first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

DJE Kapital held 45,617 shares of McDonald's worth $14.1M as of Q1 2026.
DJE Kapital bought 5,200 McDonald's shares in Q1 2026, an estimated $1.66M.
McDonald's made up 0.31% of DJE Kapital's portfolio in Q1 2026, its #55 holding.
DJE Kapital first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on DJE Kapital's 13F filing for Q1 2026, filed 8 May 2026.