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 Q2	–	Sell	-5	Closed	-$1.55K	–	109
2026 Q1	$1.55K	Buy	+5	New	+$1.59K	﹤0.01%	146

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 $3.38T AUM 44.17% 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

Evergreen Advisors's MCD Position: Q2 2026 in Review

Evergreen Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 5 shares — an estimated $1.55K sold.

Evergreen Advisors first reported a position in MCD in Q1 2026 and held it in 1 quarter. The position peaked at $1.55K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Evergreen Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 5 McDonald's shares in Q2 2026, an estimated $1.55K.
Evergreen Advisors first reported a position in McDonald's in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's McDonald's position peaked at $1.55K in Q1 2026.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.