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Evanson Asset Management’s McDonald's MCD Stock Holding History

Evanson Asset Management’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
2016
Q1 		– Sell
-10
Closed -$14K – 207
2015
Q4 		$14K Buy
+10
New +$1.12K 0.01% 200
2015
Q2 		– Sell
-1,000
Closed -$3K – 220
2015
Q1 		$3K Buy
+1,000
New +$94.9K ﹤0.01% 199

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

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.