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Everpar Advisors’s McDonald's MCD Stock Holding History

Everpar 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 		$688K Sell
2,547
-414
-14% -$119K 0.2% 109
2026
Q1 		$920K Buy
2,961
+353
+14% +$112K 0.32% 65
2025
Q4 		$797K Sell
2,608
-92
-3% -$28.2K 0.3% 67
2025
Q3 		$821K Buy
2,700
+147
+6% +$44.7K 0.32% 66
2025
Q2 		$746K Buy
2,553
+15
+0.6% +$4.62K 0.34% 63
2025
Q1 		$793K Sell
2,538
-87
-3% -$26K 0.42% 48
2024
Q4 		$761K Sell
2,625
-5
-0.2% -$1.49K 0.38% 54
2024
Q3 		$801K Buy
2,630
+302
+13% +$83.2K 0.41% 52
2024
Q2 		$593K Sell
2,328
-242
-9% -$64.2K 0.3% 97
2024
Q1 		$725K Sell
2,570
-588
-19% -$171K 0.44% 59
2023
Q4 		$936K Buy
+3,158
New +$860K 0.44% 68

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Everpar Advisors's MCD Position: Q2 2026 in Review

Everpar Advisors reduced its McDonald's (MCD) stake by 14% in Q2 2026, selling an estimated $119K and leaving 2,547 shares worth $688K. The position accounts for 0.2% of the portfolio, ranked #109.

Everpar Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $936K in Q4 2023. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Everpar Advisors held 2,547 shares of McDonald's worth $688K as of Q2 2026.
  • Everpar Advisors sold 414 McDonald's shares in Q2 2026, an estimated $119K.
  • McDonald's made up 0.2% of Everpar Advisors's portfolio in Q2 2026, its #109 holding.
  • Everpar Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's McDonald's position peaked at $936K in Q4 2023.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.