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Elo Mutual Pension Insurance’s McDonald's MCD Stock Holding History

Elo Mutual Pension Insurance’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 		$21.4M Buy
69,002
+16,095
+30% +$5.13M 0.35% 43
2025
Q4 		$16.2M Sell
52,907
-17,955
-25% -$5.5M 0.25% 74
2025
Q3 		$21.5M Buy
70,862
+2,017
+3% +$614K 0.35% 45
2025
Q2 		$20.1M Buy
68,845
+15,919
+30% +$4.91M 0.41% 41
2025
Q1 		$16.5M Sell
52,926
-12,537
-19% -$3.75M 0.37% 49
2024
Q4 		$19M Sell
65,463
-3,030
-4% -$904K 0.4% 39
2024
Q3 		$20.9M Buy
68,493
+5,415
+9% +$1.49M 0.45% 40
2024
Q2 		$16.1M Sell
63,078
-3,198
-5% -$848K 0.38% 50
2024
Q1 		$18.7M Buy
66,276
+2,650
+4% +$771K 0.44% 44
2023
Q4 		$18.9M Buy
63,626
+2,520
+4% +$686K 0.51% 38
2023
Q3 		$16.1M Buy
61,106
+1,030
+2% +$294K 0.5% 38
2023
Q2 		$17.9M Buy
60,076
+1,593
+3% +$463K 0.53% 34
2023
Q1 		$16.4M Buy
58,483
+1,529
+3% +$410K 0.52% 37
2022
Q4 		$15M Buy
56,954
+1,410
+3% +$372K 0.51% 37
2022
Q3 		$12.8M Sell
55,544
-3,068
-5% -$784K 0.48% 37
2022
Q2 		$14.5M Buy
58,612
+2,398
+4% +$591K 0.49% 37
2022
Q1 		$13.9M Buy
56,214
+188
+0.3% +$46.8K 0.4% 47
2021
Q4 		$15M Buy
56,026
+4,179
+8% +$1.06M 0.41% 48
2021
Q3 		$12.5M Sell
51,847
-493
-0.9% -$118K 0.4% 50
2021
Q2 		$12.1M Sell
52,340
-1,415
-3% -$329K 0.4% 51
2021
Q1 		$12M Buy
53,755
+852
+2% +$182K 0.4% 47
2020
Q4 		$11.4M Buy
+52,903
New +$11.5M 0.38% 55

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

Elo Mutual Pension Insurance's MCD Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its McDonald's (MCD) stake by 30% in Q1 2026, buying an estimated $5.13M and bringing the position to 69,002 shares worth $21.4M. The position accounts for 0.35% of the portfolio, ranked #43.

Elo Mutual Pension Insurance first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.5M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Elo Mutual Pension Insurance held 69,002 shares of McDonald's worth $21.4M as of Q1 2026.
  • Elo Mutual Pension Insurance bought 16,095 McDonald's shares in Q1 2026, an estimated $5.13M.
  • McDonald's made up 0.35% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #43 holding.
  • Elo Mutual Pension Insurance first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's McDonald's position peaked at $21.5M in Q3 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.