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 Q2	$292K	Sell	1,079 -3	-0.3%	-$860	0.12%	123
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kapstone Financial Advisors's MCD Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its McDonald's (MCD) stake by 0.28% in Q2 2026, selling an estimated $860 and leaving 1,079 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #123.

Kapstone Financial Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Kapstone Financial Advisors held 1,079 shares of McDonald's worth $292K as of Q2 2026.
Kapstone Financial Advisors sold 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.12% of Kapstone Financial Advisors's portfolio in Q2 2026, its #123 holding.
Kapstone Financial Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's McDonald's position peaked at $1.8M in Q3 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.