Elmwood Wealth Management’s McDonald's MCD Stock Holding History

Elmwood Wealth 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 Q2	–	Sell	-685	Closed	-$213K	–	201
2026 Q1	$213K	Buy	685 +20	+3%	+$6.37K	0.06%	170
2025 Q4	$203K	Sell	665 -20	-3%	-$6.13K	0.06%	167
2025 Q3	$208K	Buy	+685	New	+$208K	0.07%	134
2022 Q1	–	Sell	-570	Closed	-$153K	–	228
2021 Q4	$153K	Buy	+570	New	+$144K	0.07%	128
2021 Q2	$132K	Hold	570	–	–	0.07%	128
2021 Q1	$128K	Buy	+570	New	+$122K	0.08%	123
2020 Q3	$105K	Hold	570	–	–	0.09%	106
2020 Q2	$105K	Sell	570 -93	-14%	-$17.1K	0.09%	106
2020 Q1	$104K	Buy	+663	New	+$131K	0.1%	105
2019 Q4	–	Sell	-550	Closed	-$118K	–	181
2019 Q3	$118K	Hold	550	–	–	0.12%	91
2019 Q2	$114K	Hold	550	–	–	0.1%	100
2019 Q1	$104K	Sell	550 -13	-2%	-$2.36K	0.1%	102
2018 Q4	$100K	Hold	563	–	–	0.1%	105
2018 Q3	$94.2K	Sell	563 -100	-15%	-$16K	0.08%	115
2018 Q2	$104K	Hold	663	–	–	0.09%	111
2018 Q1	$104K	Buy	+663	New	+$109K	0.1%	105

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Elmwood Wealth Management's MCD Position: Q2 2026 in Review

Elmwood Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 685 shares — an estimated $213K sold.

Elmwood Wealth Management first reported a position in MCD in Q1 2018 and held it in 16 quarters. The position peaked at $213K in Q1 2026. 628 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elmwood Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Elmwood Wealth Management sold 685 McDonald's shares in Q2 2026, an estimated $213K.
Elmwood Wealth Management first reported a position in McDonald's in Q1 2018 and held it in 16 quarters.
Elmwood Wealth Management's McDonald's position peaked at $213K in Q1 2026.
628 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.