Evelyn Partners Investment Management Services’s McDonald's MCD Stock Holding History

Evelyn Partners Investment Management Services’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	$13.6M	Sell	43,916 -8,131	-16%	-$2.59M	1.61%	16
2025 Q4	$15.9M	Buy	52,047 +1,561	+3%	+$478K	1.99%	16
2025 Q3	$15.3M	Buy	50,486 +3,670	+8%	+$1.12M	2.06%	17
2025 Q2	$13.7M	Buy	46,816 +1,989	+4%	+$613K	2.05%	16
2025 Q1	$14M	Buy	44,827 +4,342	+11%	+$1.3M	2.3%	12
2024 Q4	$11.7M	Buy	+40,485	New	+$12.1M	2.05%	13

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Evelyn Partners Investment Management Services reduced its McDonald's (MCD) stake by 16% in Q1 2026, selling an estimated $2.59M and leaving 43,916 shares worth $13.6M. The position accounts for 1.61% of the portfolio, ranked #16.

Evelyn Partners Investment Management Services first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.9M in Q4 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Evelyn Partners Investment Management Services held 43,916 shares of McDonald's worth $13.6M as of Q1 2026.
Evelyn Partners Investment Management Services sold 8,131 McDonald's shares in Q1 2026, an estimated $2.59M.
McDonald's made up 1.61% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #16 holding.
Evelyn Partners Investment Management Services first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's McDonald's position peaked at $15.9M in Q4 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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