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

Evergreen Wealth Solutions’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 		$1.4M Buy
5,132
+2,133
+71% +$612K 0.07% 165
2026
Q1 		$932K Buy
+2,999
New +$955K 0.07% 170

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 Solutions's MCD Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its McDonald's (MCD) stake by 71% in Q2 2026, buying an estimated $612K and bringing the position to 5,132 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #165.

Evergreen Wealth Solutions first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. 3,464 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Evergreen Wealth Solutions held 5,132 shares of McDonald's worth $1.4M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,133 McDonald's shares in Q2 2026, an estimated $612K.
  • McDonald's made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #165 holding.
  • Evergreen Wealth Solutions first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • 3,464 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.