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DSG Capital Advisors’s McDonald's MCD Stock Holding History

DSG Capital 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 		$606K Sell
2,253
-51
-2% -$14.6K 0.09% 90
2026
Q1 		$716K Hold
2,304
– – 0.11% 84
2025
Q4 		$711K Buy
2,304
+1
+0% +$306 0.11% 86
2025
Q3 		$700K Sell
2,303
-10
-0.4% -$3.04K 0.11% 82
2025
Q2 		$676K Buy
2,313
+1
+0% +$308 0.12% 88
2025
Q1 		$722K Buy
2,312
+30
+1% +$8.97K 0.15% 81
2024
Q4 		$662K Buy
+2,282
New +$680K 0.12% 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

DSG Capital Advisors's MCD Position: Q2 2026 in Review

DSG Capital Advisors reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $14.6K and leaving 2,253 shares worth $606K. The position accounts for 0.09% of the portfolio, ranked #90.

DSG Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $722K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • DSG Capital Advisors held 2,253 shares of McDonald's worth $606K as of Q2 2026.
  • DSG Capital Advisors sold 51 McDonald's shares in Q2 2026, an estimated $14.6K.
  • McDonald's made up 0.09% of DSG Capital Advisors's portfolio in Q2 2026, its #90 holding.
  • DSG Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • DSG Capital Advisors's McDonald's position peaked at $722K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.