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Everhart Financial Group’s McDonald's MCD Stock Holding History

Everhart Financial Group’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 		$1.52M Sell
5,633
-1,318
-19% -$378K 0.1% 107
2026
Q1 		$2.16M Buy
6,951
+246
+4% +$78.4K 0.18% 67
2025
Q4 		$2.05M Buy
6,705
+1,025
+18% +$314K 0.19% 68
2025
Q3 		$1.73M Sell
5,680
-476
-8% -$145K 0.17% 73
2025
Q2 		$1.8M Buy
6,156
+1,205
+24% +$371K 0.21% 64
2025
Q1 		$1.55M Buy
4,951
+545
+12% +$163K 0.21% 65
2024
Q4 		$1.28M Buy
4,406
+440
+11% +$131K 0.26% 74
2024
Q3 		$1.18M Buy
3,966
+141
+4% +$38.9K 0.26% 76
2024
Q2 		$949K Buy
3,825
+120
+3% +$31.8K 0.25% 78
2024
Q1 		$1.04M Sell
3,705
-435
-11% -$127K 0.3% 65
2023
Q4 		$1.23M Buy
4,140
+916
+28% +$249K 0.43% 46
2023
Q3 		$849K Sell
3,224
-155
-5% -$44.2K 0.36% 59
2023
Q2 		$918K Buy
3,379
+391
+13% +$114K 0.38% 55
2023
Q1 		$835K Buy
2,988
+179
+6% +$48K 0.37% 53
2022
Q4 		$740K Sell
2,809
-131
-4% -$34.6K 0.37% 56
2022
Q3 		$678K Buy
2,940
+55
+2% +$14.1K 0.38% 49
2022
Q2 		$712K Buy
2,885
+476
+20% +$117K 0.43% 44
2022
Q1 		$596K Buy
2,409
+778
+48% +$194K 0.34% 62
2021
Q4 		$438K Buy
1,631
+231
+17% +$58.3K 0.26% 71
2021
Q3 		$338K Sell
1,400
-13
-0.9% -$3.1K 0.23% 76
2021
Q2 		$326K Buy
+1,413
New +$329K 0.22% 71

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Everhart Financial Group's MCD Position: Q2 2026 in Review

Everhart Financial Group reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $378K and leaving 5,633 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #107.

Everhart Financial Group first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.16M in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Everhart Financial Group held 5,633 shares of McDonald's worth $1.52M as of Q2 2026.
  • Everhart Financial Group sold 1,318 McDonald's shares in Q2 2026, an estimated $378K.
  • McDonald's made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #107 holding.
  • Everhart Financial Group first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • Everhart Financial Group's McDonald's position peaked at $2.16M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.