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Ellevest Inc’s McDonald's MCD Stock Holding History

Ellevest Inc’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 		$491K Buy
37,996
+37,294
+5,313% +$10.7M 0.06% 259
2026
Q1 		$218K Buy
+702
New +$224K 0.03% 400
2025
Q1 		– Sell
-810
Closed -$235K – 426
2024
Q4 		$235K Sell
810
-456
-36% -$136K 0.01% 358
2024
Q3 		$385K Sell
1,266
-212
-14% -$58.4K 0.02% 274
2024
Q2 		$377K Sell
1,478
-84
-5% -$22.3K 0.02% 270
2024
Q1 		$440K Buy
1,562
+83
+6% +$24.1K 0.03% 233
2023
Q4 		$439K Buy
1,479
+48
+3% +$13.1K 0.03% 215
2023
Q3 		$377K Sell
1,431
-46
-3% -$13.1K 0.03% 215
2023
Q2 		$441K Buy
1,477
+41
+3% +$11.9K 0.03% 180
2023
Q1 		$402K Buy
1,436
+34
+2% +$9.11K 0.03% 181
2022
Q4 		$369K Sell
1,402
-188
-12% -$49.6K 0.03% 189
2022
Q3 		$367K Buy
1,590
+134
+9% +$34.3K 0.03% 145
2022
Q2 		$360K Buy
1,456
+104
+8% +$25.6K 0.03% 159
2022
Q1 		$334K Sell
1,352
-35
-3% -$8.72K 0.03% 215
2021
Q4 		$372K Sell
1,387
-38
-3% -$9.59K 0.03% 166
2021
Q3 		$344K Sell
1,425
-113
-7% -$27K 0.03% 165
2021
Q2 		$355K Sell
1,538
-1,437
-48% -$334K 0.04% 130
2021
Q1 		$667K Buy
2,975
+334
+13% +$71.4K 0.08% 63
2020
Q4 		$567K Buy
2,641
+381
+17% +$82.8K 0.08% 60
2020
Q3 		$496K Buy
2,260
+59
+3% +$12.1K 0.09% 61
2020
Q2 		$406K Buy
2,201
+652
+42% +$120K 0.09% 64
2020
Q1 		$256K Buy
1,549
+180
+13% +$35.5K 0.07% 70
2019
Q4 		$270K Buy
1,369
+275
+25% +$54.5K 0.08% 59
2019
Q3 		$235K Sell
1,094
-36,504
-97% -$7.83M 0.08% 48
2019
Q2 		$255K Buy
37,598
+202
+0.5% +$40K 0.1% 42
2019
Q1 		$198K Buy
37,396
+36,314
+3,356% +$6.59M 0.09% 48
2018
Q4 		$192K Buy
+1,082
New +$192K 0.1% 64

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ellevest Inc's MCD Position: Q2 2026 in Review

Ellevest Inc increased its McDonald's (MCD) stake by 5,313% in Q2 2026, buying an estimated $10.7M and bringing the position to 37,996 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #259.

Ellevest Inc first reported a position in MCD in Q4 2018 and has held it in 27 quarters since. The position peaked at $667K in Q1 2021. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ellevest Inc held 37,996 shares of McDonald's worth $491K as of Q2 2026.
  • Ellevest Inc bought 37,294 McDonald's shares in Q2 2026, an estimated $10.7M.
  • McDonald's made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #259 holding.
  • Ellevest Inc first reported a position in McDonald's in Q4 2018 and has held it in 27 quarters since.
  • Ellevest Inc's McDonald's position peaked at $667K in Q1 2021.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.