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 Q2	$1.8M	Sell	6,671 -103	-2%	-$29.5K	0.38%	43
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 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

Evernest Financial Advisors's MCD Position: Q2 2026 in Review

Evernest Financial Advisors reduced its McDonald's (MCD) stake by 1.5% in Q2 2026, selling an estimated $29.5K and leaving 6,671 shares worth $1.8M. The position accounts for 0.38% of the portfolio, ranked #43.

Evernest Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.15M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Evernest Financial Advisors held 6,671 shares of McDonald's worth $1.8M as of Q2 2026.
Evernest Financial Advisors sold 103 McDonald's shares in Q2 2026, an estimated $29.5K.
McDonald's made up 0.38% of Evernest Financial Advisors's portfolio in Q2 2026, its #43 holding.
Evernest Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's McDonald's position peaked at $2.15M in Q3 2024.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.