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Evelyn Partners Asset Management’s McDonald's MCD Stock Holding History

Evelyn Partners 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
2026
Q1 		$2.25M Buy
7,248
+162
+2% +$51.6K 0.56% 46
2025
Q4 		$2.17M Buy
7,086
+75
+1% +$23K 0.51% 50
2025
Q3 		$2.13M Buy
7,011
+329
+5% +$100K 0.48% 48
2025
Q2 		$1.95M Buy
6,682
+273
+4% +$84.2K 0.49% 48
2025
Q1 		$2M Buy
6,409
+45
+0.7% +$13.5K 0.56% 47
2024
Q4 		$1.84M Buy
+6,364
New +$1.9M 0.5% 48

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evelyn Partners Asset Management's MCD Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its McDonald's (MCD) stake by 2.3% in Q1 2026, buying an estimated $51.6K and bringing the position to 7,248 shares worth $2.25M. The position accounts for 0.56% of the portfolio, ranked #46.

Evelyn Partners Asset Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,592 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Evelyn Partners Asset Management held 7,248 shares of McDonald's worth $2.25M as of Q1 2026.
  • Evelyn Partners Asset Management bought 162 McDonald's shares in Q1 2026, an estimated $51.6K.
  • McDonald's made up 0.56% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #46 holding.
  • Evelyn Partners Asset Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,592 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.