DCA
MCD icon

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
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 $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 $137B AUM 18.02% 1-Year Est. Return

DSG Capital Advisors's MCD Position: Q1 2026 in Review

DSG Capital Advisors held its McDonald's (MCD) position steady in Q1 2026 at 2,304 shares worth $716K. The position accounts for 0.11% of the portfolio, ranked #84.

DSG Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $722K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • DSG Capital Advisors held 2,304 shares of McDonald's worth $716K as of Q1 2026.
  • DSG Capital Advisors left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.11% of DSG Capital Advisors's portfolio in Q1 2026, its #84 holding.
  • DSG Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • DSG Capital Advisors's McDonald's position peaked at $722K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.