Evermay Wealth Management’s McDonald's MCD Stock Holding History

Evermay Wealth Management’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	$1.23M	Sell	4,565 -371	-8%	-$106K	0.13%	74
2026 Q1	$1.53M	Sell	4,936 -209	-4%	-$66.6K	0.17%	57
2025 Q4	$1.57M	Sell	5,145 -255	-5%	-$78.1K	0.18%	52
2025 Q3	$1.64M	Sell	5,400 -195	-3%	-$59.4K	0.19%	51
2025 Q2	$1.63M	Sell	5,595 -97	-2%	-$29.9K	0.2%	48
2025 Q1	$1.78M	Sell	5,692 -116	-2%	-$34.7K	0.23%	44
2024 Q4	$1.68M	Sell	5,808 -87	-1%	-$25.9K	0.26%	50
2024 Q3	$1.8M	Sell	5,895 -482	-8%	-$133K	0.29%	46
2024 Q2	$1.63M	Buy	6,377 +56	+0.9%	+$14.9K	0.26%	49
2024 Q1	$1.78M	Sell	6,321 -6	-0.1%	-$1.75K	0.27%	50
2023 Q4	$1.88M	Sell	6,327 -418	-6%	-$114K	0.35%	34
2023 Q3	$1.78M	Sell	6,745 -201	-3%	-$57.3K	0.36%	34
2023 Q2	$2.07M	Sell	6,946 -175	-2%	-$50.8K	0.4%	30
2023 Q1	$1.99M	Buy	7,121 +81	+1%	+$21.7K	0.4%	31
2022 Q4	$1.86M	Sell	7,040 -35	-0.5%	-$9.23K	0.38%	31
2022 Q3	$1.63M	Sell	7,075 -2	-0%	-$511	0.32%	35
2022 Q2	$1.75M	Buy	7,077 +4	+0.1%	+$985	0.34%	33
2022 Q1	$1.75M	Hold	7,073	–	–	0.29%	38
2021 Q4	$1.9M	Buy	7,073 +110	+2%	+$27.8K	0.34%	27
2021 Q3	$1.68M	Sell	6,963 -76	-1%	-$18.1K	0.33%	27
2021 Q2	$1.63M	Hold	7,039	–	–	0.3%	31
2021 Q1	$1.58M	Buy	7,039 +130	+2%	+$27.8K	0.32%	33
2020 Q4	$1.48M	Sell	6,909 -70	-1%	-$15.2K	0.33%	32
2020 Q3	$1.53M	Buy	6,979 +365	+6%	+$74.9K	0.38%	33
2020 Q2	$1.22M	Buy	6,614 +775	+13%	+$142K	0.32%	35
2020 Q1	$965K	Buy	5,839 +445	+8%	+$87.7K	0.29%	38
2019 Q4	$1.07M	Sell	5,394 -118	-2%	-$23.4K	0.26%	43
2019 Q3	$1.18M	Buy	5,512 +586	+12%	+$126K	0.32%	37
2019 Q2	$1.02M	Sell	4,926 -397	-7%	-$78.6K	0.28%	40
2019 Q1	$1.01M	Sell	5,323 -80	-1%	-$14.5K	0.29%	42
2018 Q4	$959K	Buy	5,403 +7	+0.1%	+$1.24K	0.31%	39
2018 Q3	$903K	Sell	5,396 -500	-8%	-$80.1K	0.28%	39
2018 Q2	$924K	Sell	5,896 -175	-3%	-$28.4K	0.31%	39
2018 Q1	$949K	Buy	6,071 +453	+8%	+$74.5K	0.33%	38
2017 Q4	$967K	Buy	5,618 +1,490	+36%	+$250K	0.35%	37
2017 Q3	$647K	Buy	4,128 +239	+6%	+$37.5K	0.28%	33
2017 Q2	$596K	Hold	3,889	–	–	0.26%	32
2017 Q1	$504K	Hold	3,889	–	–	0.23%	41
2016 Q4	$473K	Sell	3,889 -530	-12%	-$62.1K	0.23%	36
2016 Q3	$510K	Sell	4,419 -583	-12%	-$69.1K	0.26%	34
2016 Q2	$602K	Hold	5,002	–	–	0.31%	31
2016 Q1	$629K	Buy	5,002 +833	+20%	+$99.5K	0.35%	30
2015 Q4	$493K	Buy	4,169 +80	+2%	+$8.95K	0.29%	30
2015 Q3	$403K	Sell	4,089 -45	-1%	-$4.38K	0.24%	37
2015 Q2	$393K	Hold	4,134	–	–	0.23%	45
2015 Q1	$403K	Sell	4,134 -2,877	-41%	-$273K	0.24%	46
2014 Q4	$657K	Sell	7,011 -1,801	-20%	-$169K	0.43%	27
2014 Q3	$835K	Sell	8,812 -352	-4%	-$33.6K	0.72%	18
2014 Q2	$923K	Sell	9,164 -638	-7%	-$64.4K	0.8%	16
2014 Q1	$961K	Buy	9,802 +656	+7%	+$62.7K	1.02%	14
2013 Q4	$887K	Buy	+9,146	New	+$879K	1.23%	11

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evermay Wealth Management's MCD Position: Q2 2026 in Review

Evermay Wealth Management reduced its McDonald's (MCD) stake by 7.5% in Q2 2026, selling an estimated $106K and leaving 4,565 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #74.

Evermay Wealth Management first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.07M in Q2 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Evermay Wealth Management held 4,565 shares of McDonald's worth $1.23M as of Q2 2026.
Evermay Wealth Management sold 371 McDonald's shares in Q2 2026, an estimated $106K.
McDonald's made up 0.13% of Evermay Wealth Management's portfolio in Q2 2026, its #74 holding.
Evermay Wealth Management first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
Evermay Wealth Management's McDonald's position peaked at $2.07M in Q2 2023.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.