Evanson Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $828K | Sell |
2,664
-49
| -2% | -$15.6K | 0.04% | 149 |
|
|
2025
Q4 | $829K | Sell |
2,713
-26
| -0.9% | -$7.96K | 0.04% | 154 |
|
|
2025
Q3 | $832K | Sell |
2,739
-451
| -14% | -$137K | 0.05% | 154 |
|
|
2025
Q2 | $932K | Buy |
3,190
+486
| +18% | +$150K | 0.06% | 146 |
|
|
2025
Q1 | $845K | Sell |
2,704
-417
| -13% | -$125K | 0.06% | 139 |
|
|
2024
Q4 | $905K | Sell |
3,121
-53
| -2% | -$15.8K | 0.06% | 127 |
|
|
2024
Q3 | $966K | Buy |
3,174
+3
| +0.1% | +$827 | 0.07% | 123 |
|
|
2024
Q2 | $808K | Sell |
3,171
-46
| -1% | -$12.2K | 0.06% | 133 |
|
|
2024
Q1 | $907K | Buy |
3,217
+53
| +2% | +$15.4K | 0.07% | 123 |
|
|
2023
Q4 | $938K | Buy |
3,164
+3
| +0.1% | +$817 | 0.08% | 113 |
|
|
2023
Q3 | $833K | Sell |
3,161
-77
| -2% | -$22K | 0.08% | 115 |
|
|
2023
Q2 | $966K | Buy |
3,238
+83
| +3% | +$24.1K | 0.09% | 103 |
|
|
2023
Q1 | $882K | Sell |
3,155
-32
| -1% | -$8.57K | 0.09% | 103 |
|
|
2022
Q4 | $840K | Sell |
3,187
-280
| -8% | -$73.9K | 0.09% | 100 |
|
|
2022
Q3 | $800K | Buy |
3,467
+3
| +0.1% | +$767 | 0.09% | 101 |
|
|
2022
Q2 | $855K | Sell |
3,464
-21
| -0.6% | -$5.17K | 0.09% | 103 |
|
|
2022
Q1 | $862K | Buy |
3,485
+201
| +6% | +$50.1K | 0.08% | 109 |
|
|
2021
Q4 | $880K | Sell |
3,284
-81
| -2% | -$20.5K | 0.08% | 109 |
|
|
2021
Q3 | $775K | Buy |
3,365
+253
| +8% | +$60.4K | 0.08% | 129 |
|
|
2021
Q2 | $719K | Sell |
3,112
-97
| -3% | -$22.6K | 0.07% | 133 |
|
|
2021
Q1 | $719K | Sell |
3,209
-795
| -20% | -$170K | 0.11% | 126 |
|
|
2020
Q4 | $859K | Buy |
4,004
+238
| +6% | +$51.8K | 0.14% | 96 |
|
|
2020
Q3 | $827K | Buy |
3,766
+89
| +2% | +$18.3K | 0.15% | 85 |
|
|
2020
Q2 | $678K | Buy |
3,677
+2
| +0.1% | +$367 | 0.13% | 95 |
|
|
2020
Q1 | $608K | Sell |
3,675
-28
| -0.8% | -$5.52K | 0.15% | 93 |
|
|
2019
Q4 | $732K | Buy |
3,703
+2
| +0.1% | +$397 | 0.14% | 89 |
|
|
2019
Q3 | $795K | Hold |
3,701
| – | – | 0.16% | 83 |
|
|
2019
Q2 | $768K | Sell |
3,701
-965
| -21% | -$191K | 0.16% | 88 |
|
|
2019
Q1 | $886K | Sell |
4,666
-23
| -0.5% | -$4.17K | 0.18% | 75 |
|
|
2018
Q4 | $833K | Hold |
4,689
| – | – | 0.19% | 72 |
|
|
2018
Q3 | $784K | Buy |
4,689
+1
| +0% | +$160 | 0.16% | 83 |
|
|
2018
Q2 | $735K | Hold |
4,688
| – | – | 0.15% | 91 |
|
|
2018
Q1 | $733K | Sell |
4,688
-69
| -1% | -$11.4K | 0.15% | 95 |
|
|
2017
Q4 | $819K | Sell |
4,757
-43
| -0.9% | -$7.22K | 0.17% | 90 |
|
|
2017
Q3 | $752K | Buy |
4,800
+240
| +5% | +$37.6K | 0.16% | 89 |
|
|
2017
Q2 | $698K | Sell |
4,560
-10
| -0.2% | -$1.45K | 0.16% | 90 |
|
|
2017
Q1 | $592K | Sell |
4,570
-84
| -2% | -$10.5K | 0.15% | 98 |
|
|
2016
Q4 | $566K | Buy |
4,654
+415
| +10% | +$48.7K | 0.16% | 97 |
|
|
2016
Q3 | $489K | Buy |
4,239
+65
| +2% | +$7.7K | 0.14% | 103 |
|
|
2016
Q2 | $502K | Buy |
4,174
+20
| +0.5% | +$2.5K | 0.15% | 101 |
|
|
2016
Q1 | $522K | Buy |
4,154
+23
| +0.6% | +$2.75K | 0.18% | 90 |
|
|
2015
Q4 | $488K | Sell |
4,131
-43
| -1% | -$4.81K | 0.18% | 97 |
|
|
2015
Q3 | $411K | Sell |
4,174
-66
| -2% | -$6.43K | 0.15% | 111 |
|
|
2015
Q2 | $403K | Sell |
4,240
-14
| -0.3% | -$1.35K | 0.14% | 124 |
|
|
2015
Q1 | $415K | Sell |
4,254
-24
| -0.6% | -$2.28K | 0.15% | 122 |
|
|
2014
Q4 | $401K | Buy |
4,278
+81
| +2% | +$7.58K | 0.15% | 120 |
|
|
2014
Q3 | $398K | Sell |
4,197
-163
| -4% | -$15.5K | 0.16% | 114 |
|
|
2014
Q2 | $439K | Buy |
4,360
+75
| +2% | +$7.57K | 0.17% | 116 |
|
|
2014
Q1 | $420K | Sell |
4,285
-600
| -12% | -$57.4K | 0.18% | 111 |
|
|
2013
Q4 | $474K | Buy |
+4,885
| New | +$469K | 0.21% | 98 |
|
Other funds holding MCD
VCM
VPM
DAM
Evanson Asset Management's MCD Position: Q1 2026 in Review
Evanson Asset Management reduced its McDonald's (MCD) stake by 1.8% in Q1 2026, selling an estimated $15.6K and leaving 2,664 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #149.
Evanson Asset Management first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $966K in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Evanson Asset Management held 2,664 shares of McDonald's worth $828K as of Q1 2026.
- Evanson Asset Management sold 49 McDonald's shares in Q1 2026, an estimated $15.6K.
- McDonald's made up 0.04% of Evanson Asset Management's portfolio in Q1 2026, its #149 holding.
- Evanson Asset Management first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
- Evanson Asset Management's McDonald's position peaked at $966K in Q3 2024.
- 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.