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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
Q1 		$932K Buy
+2,999
New +$955K 0.07% 170

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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 Wealth Solutions's MCD Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in McDonald's (MCD) in Q1 2026: 2,999 shares worth $932K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings.

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

  • Evergreen Wealth Solutions held 2,999 shares of McDonald's worth $932K as of Q1 2026.
  • McDonald's was a new Evergreen Wealth Solutions position in Q1 2026.
  • McDonald's made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #170 holding.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.