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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
Q3 		$439K Sell
1,901
-35
-2% -$9.21K 0.12% 91
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's MCD Position: Q3 2026 in Review

Elevation Wealth Partners reduced its McDonald's (MCD) stake by 1.8% in Q3 2026, selling an estimated $9.21K and leaving 1,901 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #91.

Elevation Wealth Partners first reported a position in MCD in Q1 2023 and has held it in 15 quarters since. The position peaked at $658K in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Elevation Wealth Partners held 1,901 shares of McDonald's worth $439K as of Q3 2026.
  • Elevation Wealth Partners sold 35 McDonald's shares in Q3 2026, an estimated $9.21K.
  • McDonald's made up 0.12% of Elevation Wealth Partners's portfolio in Q3 2026, its #91 holding.
  • Elevation Wealth Partners first reported a position in McDonald's in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's McDonald's position peaked at $658K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.