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Evergreen Private Wealth’s McDonald's MCD Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-84
Closed -$25.5K – 162
2025
Q3 		$25.5K Buy
84
+52
+163% +$15.8K 0.01% 131
2025
Q2 		$9.35K Buy
32
+12
+60% +$3.7K ﹤0.01% 157
2025
Q1 		$6.25K Hold
20
– – ﹤0.01% 159
2024
Q4 		$5.8K Hold
20
– – ﹤0.01% 168
2024
Q3 		$6.09K Hold
20
– – ﹤0.01% 167
2024
Q2 		$5.1K Hold
20
– – ﹤0.01% 177
2024
Q1 		$5.64K Hold
20
– – ﹤0.01% 179
2023
Q4 		$5.93K Buy
+20
New +$5.44K ﹤0.01% 183

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Evergreen Private Wealth's MCD Position: Q4 2025 in Review

Evergreen Private Wealth sold out of McDonald's (MCD) in Q4 2025, closing a stake of 84 shares — an estimated $25.5K sold.

Evergreen Private Wealth first reported a position in MCD in Q4 2023 and held it in 8 quarters. The position peaked at $25.5K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Evergreen Private Wealth reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 84 McDonald's shares in Q4 2025, an estimated $25.5K.
  • Evergreen Private Wealth first reported a position in McDonald's in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's McDonald's position peaked at $25.5K in Q3 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.