Elm Partners Management’s McDonald's MCD Stock Holding History

Elm Partners 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 Q1	$273K	Hold	885	–	–	0.01%	133
2025 Q4	$270K	Hold	885	–	–	0.01%	134
2025 Q3	$269K	Buy	+885	New	+$269K	0.01%	131

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Elm Partners Management's MCD Position: Q1 2026 in Review

Elm Partners Management held its McDonald's (MCD) position steady in Q1 2026 at 885 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #133.

Elm Partners Management first reported a position in MCD in Q3 2025 and has held it in 3 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Elm Partners Management held 885 shares of McDonald's worth $273K as of Q1 2026.
Elm Partners Management left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.01% of Elm Partners Management's portfolio in Q1 2026, its #133 holding.
Elm Partners Management first reported a position in McDonald's in Q3 2025 and has held it in 3 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.