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

Elevate 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	$1.57M	Sell	5,807 -1,197	-17%	-$343K	0.86%	31
2026 Q1	$2.18M	Sell	7,004 -1,560	-18%	-$497K	1.41%	26
2025 Q4	$2.62M	Buy	8,564 +854	+11%	+$262K	1.73%	21
2025 Q3	$2.34M	Buy	7,710 +319	+4%	+$97.1K	1.63%	24
2025 Q2	$2.16M	Buy	7,391 +3,681	+99%	+$1.13M	1.72%	26
2025 Q1	$1.16M	Buy	3,710 +29	+0.8%	+$8.67K	1.07%	44
2024 Q4	$1.07M	Buy	+3,681	New	+$1.1M	0.94%	50

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Elevate Capital Advisors reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $343K and leaving 5,807 shares worth $1.57M. The position accounts for 0.86% of the portfolio, ranked #31.

Elevate Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q4 2025. 1,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elevate Capital Advisors held 5,807 shares of McDonald's worth $1.57M as of Q2 2026.
Elevate Capital Advisors sold 1,197 McDonald's shares in Q2 2026, an estimated $343K.
McDonald's made up 0.86% of Elevate Capital Advisors's portfolio in Q2 2026, its #31 holding.
Elevate Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's McDonald's position peaked at $2.62M in Q4 2025.
1,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.