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Opus Capital Group’s McDonald's MCD Stock Holding History

Opus Capital Group’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 		$378K Sell
1,216
-455
-27% -$145K 0.04% 90
2025
Q4 		$511K Sell
1,671
-181
-10% -$55.4K 0.06% 75
2025
Q3 		$563K Sell
1,852
-138
-7% -$42K 0.06% 70
2025
Q2 		$581K Hold
1,990
– – 0.07% 69
2025
Q1 		$622K Buy
1,990
+157
+9% +$47K 0.08% 64
2024
Q4 		$531K Sell
1,833
-340
-16% -$101K 0.07% 71
2024
Q3 		$662K Sell
2,173
-8
-0.4% -$2.21K 0.08% 65
2024
Q2 		$556K Sell
2,181
-50
-2% -$13.3K 0.08% 71
2024
Q1 		$629K Sell
2,231
-101
-4% -$29.4K 0.09% 69
2023
Q4 		$691K Sell
2,332
-100
-4% -$27.2K 0.11% 63
2023
Q3 		$641K Sell
2,432
-130
-5% -$37.1K 0.11% 59
2023
Q2 		$765K Buy
2,562
+211
+9% +$61.3K 0.13% 55
2023
Q1 		$657K Buy
2,351
+119
+5% +$31.9K 0.12% 60
2022
Q4 		$588K Sell
2,232
-35
-2% -$9.23K 0.11% 62
2022
Q3 		$523K Hold
2,267
– – 0.11% 58
2022
Q2 		$560K Hold
2,267
– – 0.11% 59
2022
Q1 		$561K Sell
2,267
-12
-0.5% -$2.99K 0.11% 68
2021
Q4 		$611K Sell
2,279
-55
-2% -$13.9K 0.13% 57
2021
Q3 		$563K Sell
2,334
-600
-20% -$143K 0.13% 52
2021
Q2 		$678K Sell
2,934
-195
-6% -$45.4K 0.15% 57
2021
Q1 		$701K Sell
3,129
-510
-14% -$109K 0.17% 55
2020
Q4 		$781K Hold
3,639
– – 0.2% 54
2020
Q3 		$799K Sell
3,639
-545
-13% -$112K 0.23% 46
2020
Q2 		$772K Sell
4,184
-1,735
-29% -$318K 0.24% 52
2020
Q1 		$979K Sell
5,919
-619
-9% -$122K 0.35% 36
2019
Q4 		$1.29M Sell
6,538
-19
-0.3% -$3.77K 0.38% 34
2019
Q3 		$1.41M Buy
6,557
+7
+0.1% +$1.5K 0.43% 30
2019
Q2 		$1.36M Buy
6,550
+978
+18% +$194K 0.41% 32
2019
Q1 		$1.06M Sell
5,572
-15
-0.3% -$2.72K 0.28% 49
2018
Q4 		$992K Hold
5,587
– – 0.21% 103
2018
Q3 		$935K Buy
5,587
+1,055
+23% +$169K 0.21% 108
2018
Q2 		$710K Buy
4,532
+1,705
+60% +$276K 0.17% 120
2018
Q1 		$442K Buy
+2,827
New +$465K 0.11% 147
2015
Q2 		– Sell
-7,958
Closed -$775K – 235
2015
Q1 		$775K Sell
7,958
-460
-5% -$43.6K 0.12% 140
2014
Q4 		$789K Sell
8,418
-1,737
-17% -$163K 0.11% 132
2014
Q3 		$963K Sell
10,155
-9,935
-49% -$948K 0.13% 135
2014
Q2 		$2.02M Sell
20,090
-170
-0.8% -$17.2K 0.14% 91
2014
Q1 		$1.99M Sell
20,260
-8,000
-28% -$765K 0.14% 85
2013
Q4 		$2.74M Buy
28,260
+2,676
+10% +$257K 0.15% 80
2013
Q3 		$2.46M Buy
25,584
+600
+2% +$58.6K 0.14% 80
2013
Q2 		$2.47M Buy
+24,984
New +$2.5M 0.15% 74

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

Opus Capital Group's MCD Position: Q1 2026 in Review

Opus Capital Group reduced its McDonald's (MCD) stake by 27% in Q1 2026, selling an estimated $145K and leaving 1,216 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #90.

Opus Capital Group first reported a position in MCD in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.74M in Q4 2013. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Opus Capital Group held 1,216 shares of McDonald's worth $378K as of Q1 2026.
  • Opus Capital Group sold 455 McDonald's shares in Q1 2026, an estimated $145K.
  • McDonald's made up 0.04% of Opus Capital Group's portfolio in Q1 2026, its #90 holding.
  • Opus Capital Group first reported a position in McDonald's in Q2 2013 and has held it in 41 quarters since.
  • Opus Capital Group's McDonald's position peaked at $2.74M in Q4 2013.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.