MCM
LLY icon

McDonough Capital Management’s Eli Lilly LLY Stock Holding History

McDonough Capital Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$938K Buy
782
+11
+1% +$11.2K 0.47% 27
2026
Q1 		$709K Buy
771
+7
+0.9% +$7.1K 0.39% 29
2025
Q4 		$821K Sell
764
-19
-2% -$18.2K 0.4% 27
2025
Q3 		$598K Buy
783
+12
+2% +$8.93K 0.3% 31
2025
Q2 		$601K Buy
771
+27
+4% +$21K 0.34% 31
2025
Q1 		$615K Buy
744
+118
+19% +$98.2K 0.4% 30
2024
Q4 		$483K Buy
626
+15
+2% +$12.4K 0.3% 32
2024
Q3 		$541K Hold
611
– – 0.37% 29
2024
Q2 		$553K Buy
611
+14
+2% +$11.2K 0.4% 28
2024
Q1 		$464K Buy
+597
New +$425K 0.37% 28

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McDonough Capital Management's LLY Position: Q2 2026 in Review

McDonough Capital Management increased its Eli Lilly (LLY) stake by 1.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 782 shares worth $938K. The position accounts for 0.47% of the portfolio, ranked #27.

McDonough Capital Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McDonough Capital Management held 782 shares of Eli Lilly worth $938K as of Q2 2026.
  • McDonough Capital Management bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.47% of McDonough Capital Management's portfolio in Q2 2026, its #27 holding.
  • McDonough Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.