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

Evelyn Partners Investment 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 		$18.3M Sell
58,788
-4,533
-7% -$1.44M 0.5% 46
2025
Q4 		$19.4M Sell
63,321
-4,285
-6% -$1.31M 0.53% 42
2025
Q3 		$20.5M Sell
67,606
-53,329
-44% -$16.2M 0.58% 41
2025
Q2 		$35.3M Sell
120,935
-24,791
-17% -$7.64M 1.08% 23
2025
Q1 		$45.5M Sell
145,726
-5,475
-4% -$1.64M 1.52% 19
2024
Q4 		$43.8M Buy
+151,201
New +$45.1M 1.42% 20

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

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

Evelyn Partners Investment Management reduced its McDonald's (MCD) stake by 7.2% in Q1 2026, selling an estimated $1.44M and leaving 58,788 shares worth $18.3M. The position accounts for 0.5% of the portfolio, ranked #46.

Evelyn Partners Investment Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.5M in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Evelyn Partners Investment Management held 58,788 shares of McDonald's worth $18.3M as of Q1 2026.
  • Evelyn Partners Investment Management sold 4,533 McDonald's shares in Q1 2026, an estimated $1.44M.
  • McDonald's made up 0.5% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #46 holding.
  • Evelyn Partners Investment Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's McDonald's position peaked at $45.5M in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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