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

Elevated 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	$1.17M	Sell	4,343 -2,058	-32%	-$590K	0.32%	70
2026 Q1	$1.99M	Sell	6,401 -593	-8%	-$189K	0.5%	47
2025 Q4	$2.14M	Buy	6,994 +1,424	+26%	+$436K	0.5%	50
2025 Q3	$1.69M	Buy	5,570 +783	+16%	+$238K	0.42%	61
2025 Q2	$1.5M	Hold	4,787	–	–	0.42%	55
2025 Q1	$1.5M	Buy	4,787 +59	+1%	+$17.6K	0.42%	55
2024 Q4	$1.37M	Buy	4,728 +613	+15%	+$183K	0.37%	60
2024 Q3	$1.25M	Buy	4,115 +1,429	+53%	+$394K	0.33%	78
2024 Q2	$685K	Buy	+2,686	New	+$713K	0.19%	145

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

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

Elevated Capital Advisors reduced its McDonald's (MCD) stake by 32% in Q2 2026, selling an estimated $590K and leaving 4,343 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #70.

Elevated Capital Advisors first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elevated Capital Advisors held 4,343 shares of McDonald's worth $1.17M as of Q2 2026.
Elevated Capital Advisors sold 2,058 McDonald's shares in Q2 2026, an estimated $590K.
McDonald's made up 0.32% of Elevated Capital Advisors's portfolio in Q2 2026, its #70 holding.
Elevated Capital Advisors first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's McDonald's position peaked at $2.14M in Q4 2025.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.