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Ellis Investment Partners’s McDonald's MCD Stock Holding History

Ellis Investment 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
Q2 		$267K Buy
988
+238
+32% +$68.2K 0.04% 243
2026
Q1 		$233K Buy
750
+5
+0.7% +$1.59K 0.04% 243
2025
Q4 		$228K Buy
745
+9
+1% +$2.76K 0.04% 225
2025
Q3 		$224K Sell
736
-29
-4% -$8.83K 0.04% 218
2025
Q2 		$224K Buy
765
+42
+6% +$12.9K 0.04% 219
2025
Q1 		$226K Buy
723
+2
+0.3% +$598 0.05% 213
2024
Q4 		$209K Buy
721
+2
+0.3% +$596 0.04% 224
2024
Q3 		$219K Buy
+719
New +$198K 0.04% 222
2024
Q2 		– Sell
-769
Closed -$217K – 237
2024
Q1 		$217K Sell
769
-58
-7% -$16.9K 0.05% 208
2023
Q4 		$245K Buy
827
+3
+0.4% +$817 0.06% 191
2023
Q3 		$217K Buy
824
+2
+0.2% +$570 0.06% 190
2023
Q2 		$245K Buy
822
+82
+11% +$23.8K 0.06% 185
2023
Q1 		$207K Sell
740
-388
-34% -$104K 0.05% 198
2022
Q4 		$297K Buy
1,128
+697
+162% +$184K 0.08% 166
2022
Q3 		$99K Hold
431
– – 0.03% 297
2022
Q2 		$106K Hold
431
– – 0.03% 296
2022
Q1 		$106K Buy
431
+1
+0.2% +$249 0.03% 307
2021
Q4 		$115K Hold
430
– – 0.03% 297
2021
Q3 		$103K Hold
430
– – 0.03% 301
2021
Q2 		$99K Hold
430
– – 0.03% 302
2021
Q1 		$96K Sell
430
-100
-19% -$21.4K 0.03% 300
2020
Q4 		$114K Buy
530
+30
+6% +$6.52K 0.03% 266
2020
Q3 		$109K Hold
500
– – 0.04% 252
2020
Q2 		$92K Hold
500
– – 0.03% 263
2020
Q1 		$79K Hold
500
– – 0.04% 228
2019
Q4 		$100K Sell
500
-54
-10% -$10.7K 0.03% 237
2019
Q3 		$115K Buy
554
+54
+11% +$11.6K 0.04% 209
2019
Q2 		$103K Buy
+500
New +$99K 0.04% 226

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

Ellis Investment Partners's MCD Position: Q2 2026 in Review

Ellis Investment Partners increased its McDonald's (MCD) stake by 32% in Q2 2026, buying an estimated $68.2K and bringing the position to 988 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #243.

Ellis Investment Partners first reported a position in MCD in Q2 2019 and has held it in 28 quarters since. The position peaked at $297K in Q4 2022. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Ellis Investment Partners held 988 shares of McDonald's worth $267K as of Q2 2026.
  • Ellis Investment Partners bought 238 McDonald's shares in Q2 2026, an estimated $68.2K.
  • McDonald's made up 0.04% of Ellis Investment Partners's portfolio in Q2 2026, its #243 holding.
  • Ellis Investment Partners first reported a position in McDonald's in Q2 2019 and has held it in 28 quarters since.
  • Ellis Investment Partners's McDonald's position peaked at $297K in Q4 2022.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.