Evergreen Advisors’s McDonald's MCD Stock Holding History

Evergreen Advisors’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	$1.55K	Buy	+5	New	+$1.59K	﹤0.01%	146

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

Evergreen Advisors's MCD Position: Q1 2026 in Review

Evergreen Advisors opened a new position in McDonald's (MCD) in Q1 2026: 5 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #146 among its holdings.

3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Evergreen Advisors held 5 shares of McDonald's worth $1.55K as of Q1 2026.
McDonald's was a new Evergreen Advisors position in Q1 2026.
McDonald's made up ﹤0.01% of Evergreen Advisors's portfolio in Q1 2026, its #146 holding.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.