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Elios Financial Group’s McDonald's MCD Stock Holding History

Elios Financial Group’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
2025
Q2 		$1.03M Buy
3,517
+17
+0.5% +$5.24K 0.47% 52
2025
Q1 		$1.09M Buy
3,500
+24
+0.7% +$7.18K 0.54% 43
2024
Q4 		$1.01M Buy
3,476
+17
+0.5% +$5.07K 0.48% 45
2024
Q3 		$1.05M Buy
+3,459
New +$953K 0.49% 48

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elios Financial Group's MCD Position: Q2 2025 in Review

Elios Financial Group increased its McDonald's (MCD) stake by 0.49% in Q2 2025, buying an estimated $5.24K and bringing the position to 3,517 shares worth $1.03M. The position accounts for 0.47% of the portfolio, ranked #52.

Elios Financial Group first reported a position in MCD in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2025. 3,421 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Elios Financial Group held 3,517 shares of McDonald's worth $1.03M as of Q2 2025.
  • Elios Financial Group bought 17 McDonald's shares in Q2 2025, an estimated $5.24K.
  • McDonald's made up 0.47% of Elios Financial Group's portfolio in Q2 2025, its #52 holding.
  • Elios Financial Group first reported a position in McDonald's in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's McDonald's position peaked at $1.09M in Q1 2025.
  • 3,421 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.