Everest Financial Group’s McDonald's MCD Stock Holding History

Everest Financial Group’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 Q2	–	Sell	-696	Closed	-$216K	–	215
2026 Q1	$216K	Buy	+696	New	+$222K	0.04%	191

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Everest Financial Group's MCD Position: Q2 2026 in Review

Everest Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 696 shares — an estimated $216K sold.

Everest Financial Group first reported a position in MCD in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Everest Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Everest Financial Group sold 696 McDonald's shares in Q2 2026, an estimated $216K.
Everest Financial Group first reported a position in McDonald's in Q1 2026 and held it in 1 quarter.
Everest Financial Group's McDonald's position peaked at $216K in Q1 2026.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.