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 Q2	–	Sell	-601,532	Closed	-$187M	–	163
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 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

Ilex Capital Partners's MCD Position: Q2 2026 in Review

Ilex Capital Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 601,532 shares — an estimated $187M sold.

Ilex Capital Partners first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $187M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Ilex Capital Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Ilex Capital Partners sold 601,532 McDonald's shares in Q2 2026, an estimated $187M.
Ilex Capital Partners first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
Ilex Capital Partners's McDonald's position peaked at $187M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.