Elevatus Welath Management’s McDonald's MCD Stock Holding History

Elevatus Welath Management’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	$249K	Buy	920 +59	+7%	+$16.9K	0.06%	202
2026 Q1	$267K	Buy	861 +38	+5%	+$12.1K	0.14%	112
2025 Q4	$252K	Buy	823 +11	+1%	+$3.37K	0.07%	133
2025 Q3	$247K	Buy	812 +3	+0.4%	+$913	0.07%	113
2025 Q2	$236K	Buy	809 +19	+2%	+$5.86K	0.08%	103
2025 Q1	$247K	Buy	790 +21	+3%	+$6.28K	0.14%	84
2024 Q4	$223K	Buy	769 +39	+5%	+$11.6K	0.08%	94
2024 Q3	$222K	Buy	+730	New	+$201K	0.07%	94
2024 Q1	–	Sell	-776	Closed	-$230K	–	105
2023 Q4	$230K	Buy	+776	New	+$211K	0.1%	78

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

Elevatus Welath Management's MCD Position: Q2 2026 in Review

Elevatus Welath Management increased its McDonald's (MCD) stake by 6.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 920 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #202.

Elevatus Welath Management first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. The position peaked at $267K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elevatus Welath Management held 920 shares of McDonald's worth $249K as of Q2 2026.
Elevatus Welath Management bought 59 McDonald's shares in Q2 2026, an estimated $16.9K.
McDonald's made up 0.06% of Elevatus Welath Management's portfolio in Q2 2026, its #202 holding.
Elevatus Welath Management first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
Elevatus Welath Management's McDonald's position peaked at $267K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.