Elser Financial Planning’s McDonald's MCD Stock Holding History

Elser Financial Planning’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	$254K	Sell	940 -19	-2%	-$5.45K	0.01%	109
2026 Q1	$291K	Buy	959 +25	+3%	+$7.96K	0.01%	104
2025 Q4	$286K	Sell	934 -181	-16%	-$55.4K	0.21%	63
2025 Q3	$334K	Sell	1,115 -1	-0.1%	-$304	0.4%	44
2025 Q2	$326K	Sell	1,116 -38	-3%	-$11.7K	0.41%	48
2025 Q1	$361K	Sell	1,154 -40	-3%	-$12K	0.5%	39
2024 Q4	$346K	Buy	1,194 +1	+0.1%	+$298	0.02%	73
2024 Q3	$363K	Buy	1,193 +33	+3%	+$9.1K	0.53%	36
2024 Q2	$296K	Buy	+1,160	New	+$308K	0.05%	77

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Elser Financial Planning's MCD Position: Q2 2026 in Review

Elser Financial Planning reduced its McDonald's (MCD) stake by 2% in Q2 2026, selling an estimated $5.45K and leaving 940 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #109.

Elser Financial Planning first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $363K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Elser Financial Planning held 940 shares of McDonald's worth $254K as of Q2 2026.
Elser Financial Planning sold 19 McDonald's shares in Q2 2026, an estimated $5.45K.
McDonald's made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #109 holding.
Elser Financial Planning first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's McDonald's position peaked at $363K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.