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

Evergreen Wealth Partners’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 		$347K Sell
1,284
-8
-0.6% -$2.29K 0.21% 66
2026
Q1 		$402K Sell
1,292
-96
-7% -$30.6K 0.31% 49
2025
Q4 		$424K Buy
+1,388
New +$425K 0.36% 41

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Wealth Partners's MCD Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its McDonald's (MCD) stake by 0.62% in Q2 2026, selling an estimated $2.29K and leaving 1,284 shares worth $347K. The position accounts for 0.21% of the portfolio, ranked #66.

Evergreen Wealth Partners first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Evergreen Wealth Partners held 1,284 shares of McDonald's worth $347K as of Q2 2026.
  • Evergreen Wealth Partners sold 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.21% of Evergreen Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Evergreen Wealth Partners first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's McDonald's position peaked at $424K in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.