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Everence Capital Management’s McDonald's MCD Stock Holding History

Everence Capital 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 		$3.43M Buy
11,045
+407
+4% +$130K 0.21% 91
2025
Q4 		$3.25M Sell
10,638
-770
-7% -$236K 0.19% 93
2025
Q3 		$3.47M Sell
11,408
-9
-0.1% -$2.74K 0.21% 84
2025
Q2 		$3.34M Sell
11,417
-4,930
-30% -$1.52M 0.21% 80
2025
Q1 		$5.11M Sell
16,347
-780
-5% -$233K 0.35% 45
2024
Q4 		$4.96M Sell
17,127
-2,260
-12% -$674K 0.32% 51
2024
Q3 		$5.9M Buy
19,387
+1,150
+6% +$317K 0.37% 40
2024
Q2 		$4.98K Hold
18,237
– – 0.35% 48
2024
Q1 		$5.14K Hold
18,237
– – 0.34% 51
2023
Q4 		$5.41M Buy
18,237
+2,680
+17% +$729K 0.39% 43
2023
Q3 		$4.1K Sell
15,557
-4,230
-21% -$1.21M 0.32% 55
2023
Q2 		$5.64M Hold
19,787
– – 0.46% 35
2023
Q1 		$5.53K Buy
19,787
+2,530
+15% +$678K 0.45% 36
2022
Q4 		$4.55K Sell
17,257
-4,000
-19% -$1.06M 0.39% 46
2022
Q3 		$4.91M Buy
21,257
+2,470
+13% +$631K 0.45% 38
2022
Q2 		$4.64M Hold
18,787
– – 0.41% 44
2022
Q1 		$4.65M Buy
18,787
+2,630
+16% +$655K 0.36% 57
2021
Q4 		$4.33M Buy
16,157
+1,440
+10% +$364K 0.32% 55
2021
Q3 		$3.55M Hold
14,717
– – 0.29% 60
2021
Q2 		$3.4M Hold
14,717
– – 0.28% 67
2021
Q1 		$3.3M Hold
14,717
– – 0.3% 59
2020
Q4 		$3.16M Sell
14,717
-2,070
-12% -$450K 0.31% 54
2020
Q3 		$3.69M Sell
16,787
-2,550
-13% -$524K 0.41% 45
2020
Q2 		$3.6M Hold
19,337
– – 0.42% 41
2020
Q1 		$3.2M Hold
19,337
– – 0.45% 37
2019
Q4 		$3.82M Sell
19,337
-1,180
-6% -$234K 0.57% 32
2019
Q3 		$4.41M Hold
20,517
– – 0.71% 25
2019
Q2 		$4.26M Hold
20,517
– – 0.7% 26
2019
Q1 		$3.9M Buy
20,517
+1,105
+6% +$201K 0.68% 26
2018
Q4 		$3.45M Hold
19,412
– – 0.8% 24
2018
Q3 		$3.25M Sell
19,412
-3,040
-14% -$487K 0.64% 32
2018
Q2 		$3.52M Hold
22,452
– – 0.74% 23
2018
Q1 		$3.51M Hold
22,452
– – 0.78% 21
2017
Q4 		$3.86M Buy
22,452
+2,362
+12% +$397K 0.85% 21
2017
Q3 		$3.15M Hold
20,090
– – 0.72% 32
2017
Q2 		$3.08M Hold
20,090
– – 0.76% 28
2017
Q1 		$2.6M Hold
20,090
– – 0.68% 34
2016
Q4 		$2.44M Sell
20,090
-1,280
-6% -$150K 0.7% 31
2016
Q3 		$2.46M Hold
21,370
– – 0.73% 30
2016
Q2 		$2.57M Sell
21,370
-1,770
-8% -$222K 0.79% 29
2016
Q1 		$2.91M Hold
23,140
– – 0.9% 22
2015
Q4 		$2.73M Sell
23,140
-1,220
-5% -$136K 0.89% 24
2015
Q3 		$2.4M Hold
24,360
– – 0.83% 28
2015
Q2 		$2.32M Hold
24,360
– – 0.75% 36
2015
Q1 		$2.41M Hold
24,360
– – 0.81% 31
2014
Q4 		$2.28M Buy
24,360
+1,889
+8% +$177K 0.78% 33
2014
Q3 		$2.11M Hold
22,471
– – 0.77% 32
2014
Q2 		$2.26M Buy
22,471
+1,550
+7% +$156K 0.84% 26
2014
Q1 		$2.05M Hold
20,921
– – 0.81% 31
2013
Q4 		$2.03M Hold
20,921
– – 0.82% 28
2013
Q3 		$2.01M Hold
20,921
– – 0.86% 30
2013
Q2 		$2.07M Buy
+20,921
New +$2.1M 0.94% 25

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

Everence Capital Management's MCD Position: Q1 2026 in Review

Everence Capital Management increased its McDonald's (MCD) stake by 3.8% in Q1 2026, buying an estimated $130K and bringing the position to 11,045 shares worth $3.43M. The position accounts for 0.21% of the portfolio, ranked #91.

Everence Capital Management first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.9M in Q3 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Everence Capital Management held 11,045 shares of McDonald's worth $3.43M as of Q1 2026.
  • Everence Capital Management bought 407 McDonald's shares in Q1 2026, an estimated $130K.
  • McDonald's made up 0.21% of Everence Capital Management's portfolio in Q1 2026, its #91 holding.
  • Everence Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Everence Capital Management's McDonald's position peaked at $5.9M in Q3 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.