Kapstone Financial Advisors’s McDonald's MCD Stock Holding History

Kapstone Financial 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	$336K	Buy	1,082 +214	+25%	+$68.2K	0.16%	90
2025 Q4	$265K	Sell	868 -150	-15%	-$45.9K	0.13%	97
2025 Q3	$309K	Hold	1,018	–	–	0.15%	75
2025 Q2	$297K	Hold	1,018	–	–	0.15%	80
2025 Q1	$318K	Hold	1,018	–	–	0.18%	75
2024 Q4	$295K	Sell	1,018 -4,900	-83%	-$1.46M	0.16%	81
2024 Q3	$1.8M	Buy	5,918 +4,900	+481%	+$1.35M	1.09%	19
2024 Q2	$259K	Sell	1,018 -17	-2%	-$4.51K	0.17%	85
2024 Q1	$292K	Hold	1,035	–	–	0.2%	86
2023 Q4	$308K	Buy	1,035 +17	+2%	+$4.63K	0.24%	74
2023 Q3	$268K	Buy	1,018 +3	+0.3%	+$856	0.24%	74
2023 Q2	$295K	Buy	1,015 +24	+2%	+$6.97K	0.24%	71
2023 Q1	$286K	Hold	991	–	–	0.26%	73
2022 Q4	$261K	Buy	+991	New	+$261K	0.24%	79

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

Kapstone Financial Advisors's MCD Position: Q1 2026 in Review

Kapstone Financial Advisors increased its McDonald's (MCD) stake by 25% in Q1 2026, buying an estimated $68.2K and bringing the position to 1,082 shares worth $336K. The position accounts for 0.16% of the portfolio, ranked #90.

Kapstone Financial Advisors first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Kapstone Financial Advisors held 1,082 shares of McDonald's worth $336K as of Q1 2026.
Kapstone Financial Advisors bought 214 McDonald's shares in Q1 2026, an estimated $68.2K.
McDonald's made up 0.16% of Kapstone Financial Advisors's portfolio in Q1 2026, its #90 holding.
Kapstone Financial Advisors first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's McDonald's position peaked at $1.8M in Q3 2024.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.