EI
MCD icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Ellevest Inc's MCD Position: Q1 2026 in Review

Ellevest Inc opened a new position in McDonald's (MCD) in Q1 2026: 702 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #400 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in MCD as recently as Q4 2024.

Ellevest Inc first reported a position in MCD in Q4 2018 and has held it in 26 quarters since. The position peaked at $667K in Q1 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ellevest Inc held 702 shares of McDonald's worth $218K as of Q1 2026.
  • McDonald's was a new Ellevest Inc position in Q1 2026.
  • McDonald's made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #400 holding.
  • Ellevest Inc first reported a position in McDonald's in Q4 2018 and has held it in 26 quarters since.
  • Ellevest Inc's McDonald's position peaked at $667K in Q1 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.