Elevation Wealth Partners’s McDonald's MCD Stock Holding History

Elevation Wealth Partners’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	$523K	Sell	1,936 -22	-1%	-$6.31K	0.16%	80
2026 Q1	$609K	Sell	1,958 -156	-7%	-$49.7K	0.22%	63
2025 Q4	$646K	Sell	2,114 -18	-0.8%	-$5.51K	0.23%	58
2025 Q3	$648K	Buy	2,132 +50	+2%	+$15.2K	0.23%	61
2025 Q2	$608K	Sell	2,082 -23	-1%	-$7.09K	0.24%	60
2025 Q1	$658K	Buy	2,105 +7	+0.3%	+$2.09K	0.28%	55
2024 Q4	$608K	Buy	2,098 +26	+1%	+$7.75K	0.26%	56
2024 Q3	$631K	Buy	2,072 +1	+0%	+$276	0.27%	55
2024 Q2	$528K	Sell	2,071 -123	-6%	-$32.6K	0.25%	66
2024 Q1	$619K	Sell	2,194 -222	-9%	-$64.6K	0.31%	56
2023 Q4	$637K	Buy	2,416 +755	+45%	+$205K	0.38%	52
2023 Q3	$438K	Buy	1,661 +1	+0.1%	+$285	0.38%	35
2023 Q2	$495K	Hold	1,660	–	–	0.42%	33
2023 Q1	$464K	Buy	+1,660	New	+$445K	0.42%	34

Other funds holding MCD

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Elevation Wealth Partners's MCD Position: Q2 2026 in Review

Elevation Wealth Partners reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $6.31K and leaving 1,936 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #80.

Elevation Wealth Partners first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $658K in Q1 2025. 1,477 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elevation Wealth Partners held 1,936 shares of McDonald's worth $523K as of Q2 2026.
Elevation Wealth Partners sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
McDonald's made up 0.16% of Elevation Wealth Partners's portfolio in Q2 2026, its #80 holding.
Elevation Wealth Partners first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's McDonald's position peaked at $658K in Q1 2025.
1,477 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.