Ellevest, Inc.

Position in MCD — Mcdonalds Corp

CIK 1644128 NEW YORK, NY

Position in MCD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$490,781

+$272,607 QoQ

Shares Held

37,996

+5312.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,347

of 3,443 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Ellevest, Inc. holds $1,428,311 across 3 Restaurants names. MCD ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	2,883	$593,926
2	MCD	Mcdonalds Corp This page	37,996	$490,781
3	CMG	Chipotle Mexican Grill Inc	10,106	$343,604

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,781	37,996	+5312.5%	Shares	Sole	2026-08-10
2026-03-31	$218,174	702	-13.3%	Shares	Sole	2026-05-11
2024-12-31	$234,810	810	-36.0%	Shares	Sole	2025-02-14
2024-09-30	$385,509	1,266	-14.3%	Shares	Sole	2024-11-13
2024-06-30	$376,653	1,478	-5.4%	Shares	Sole	2024-08-14
2024-03-31	$440,405	1,562	+5.6%	Shares	Sole	2024-05-13
2023-12-31	$438,538	1,479	+3.4%	Shares	Sole	2024-02-06
2023-09-30	$376,982	1,431	-3.1%	Shares	Sole	2023-11-09
2023-06-30	$440,751	1,477	+2.9%	Shares	Sole	2023-08-09
2023-03-31	$401,519	1,436	+2.4%	Shares	Sole	2023-05-04
2022-12-31	$369,469	1,402	-11.8%	Shares	Sole	2023-02-03
2022-09-30	$366,876	1,590	+9.2%	Shares	Sole	2022-11-02
2022-06-30	$359,457	1,456	+7.7%	Shares	Sole	2022-07-18
2022-03-31	$334,322	1,352	-2.5%	Shares	Sole	2022-04-19
2021-12-31	$371,813	1,387	-2.7%	Shares	Sole	2022-01-24
2021-09-30	$343,581	1,425	-7.3%	Shares	Sole	2021-10-19
2021-06-30	$355,262	1,538	-48.3%	Shares	Sole	2021-07-13
2021-03-31	$666,816	2,975	+12.6%	Shares	Sole	2021-05-03
2020-12-31	$566,705	2,641	+16.9%	Shares	Sole	2021-02-04
2020-09-30	$496,047	2,260	+2.7%	Shares	Sole	2020-10-26
2020-06-30	$406,018	2,201	+42.1%	Shares	Sole	2020-07-06
2020-03-31	$256,127	1,549	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.