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Evernest Financial Advisors’s McDonald's MCD Stock Holding History

Evernest Financial Advisors’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 		$1.97M Buy
6,774
+175
+3% +$55.8K 0.41% 36
2025
Q4 		$2.15M Sell
6,599
-237
-3% -$72.6K 0.45% 38
2025
Q3 		$2.08M Sell
6,836
-11
-0.2% -$3.35K 0.58% 35
2025
Q2 		$2M Buy
6,847
+270
+4% +$83.2K 0.65% 33
2025
Q1 		$2.05M Sell
6,577
-428
-6% -$128K 0.74% 26
2024
Q4 		$2.03M Sell
7,005
-66
-0.9% -$19.7K 0.53% 28
2024
Q3 		$2.15M Buy
7,071
+958
+16% +$264K 0.58% 27
2024
Q2 		$1.56M Sell
6,113
-200
-3% -$53.1K 0.7% 26
2024
Q1 		$1.72M Sell
6,313
-948
-13% -$276K 0.81% 22
2023
Q4 		$2.15M Buy
+7,261
New +$1.98M 1.09% 20
2021
Q4 		$1.76M Buy
+6,070
New +$1.53M 0.91% 21

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

Evernest Financial Advisors's MCD Position: Q1 2026 in Review

Evernest Financial Advisors increased its McDonald's (MCD) stake by 2.7% in Q1 2026, buying an estimated $55.8K and bringing the position to 6,774 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #36.

Evernest Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.15M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Evernest Financial Advisors held 6,774 shares of McDonald's worth $1.97M as of Q1 2026.
  • Evernest Financial Advisors bought 175 McDonald's shares in Q1 2026, an estimated $55.8K.
  • McDonald's made up 0.41% of Evernest Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Evernest Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's McDonald's position peaked at $2.15M in Q3 2024.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.