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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Buy
887
+2
+0.2% +$573 0.01% 150
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

Elm Partners Management's MCD Position: Q2 2026 in Review

Elm Partners Management increased its McDonald's (MCD) stake by 0.23% in Q2 2026, buying an estimated $573 and bringing the position to 887 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #150.

Elm Partners Management first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Elm Partners Management held 887 shares of McDonald's worth $240K as of Q2 2026.
  • Elm Partners Management bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #150 holding.
  • Elm Partners Management first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Elm Partners Management's McDonald's position peaked at $273K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.