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Ilex Capital Partners’s McDonald's MCD Stock Holding History

Ilex Capital Partners’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 		$187M Buy
601,532
+206,324
+52% +$65.7M 4.61% 5
2025
Q4 		$121M Buy
+395,208
New +$121M 3.41% 7

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 $137B AUM 18.02% 1-Year Est. Return

Ilex Capital Partners's MCD Position: Q1 2026 in Review

Ilex Capital Partners increased its McDonald's (MCD) stake by 52% in Q1 2026, buying an estimated $65.7M and bringing the position to 601,532 shares worth $187M. The position accounts for 4.61% of the portfolio, ranked #5.

Ilex Capital Partners first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Ilex Capital Partners held 601,532 shares of McDonald's worth $187M as of Q1 2026.
  • Ilex Capital Partners bought 206,324 McDonald's shares in Q1 2026, an estimated $65.7M.
  • McDonald's made up 4.61% of Ilex Capital Partners's portfolio in Q1 2026, its #5 holding.
  • Ilex Capital Partners first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Ilex Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.