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EverSource Wealth Advisors’s McDonald's MCD Stock Holding History

EverSource Wealth 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 		$1.27M Sell
4,683
-1,094
-19% -$314K 0.04% 306
2026
Q1 		$1.8M Buy
5,777
+1,265
+28% +$403K 0.05% 235
2025
Q4 		$1.38M Buy
4,512
+79
+2% +$24.2K 0.05% 269
2025
Q3 		$1.35M Sell
4,433
-104
-2% -$31.7K 0.05% 240
2025
Q2 		$1.33M Sell
4,537
-1,464
-24% -$451K 0.06% 220
2025
Q1 		$1.87M Sell
6,001
-2,820
-32% -$843K 0.1% 157
2024
Q4 		$2.56M Buy
8,821
+308
+4% +$91.8K 0.14% 122
2024
Q3 		$2.59M Buy
8,513
+375
+5% +$103K 0.16% 115
2024
Q2 		$2.16M Buy
8,138
+639
+9% +$170K 0.14% 126
2024
Q1 		$2.05M Buy
7,499
+1,198
+19% +$348K 0.16% 116
2023
Q4 		$1.87M Buy
6,301
+14
+0.2% +$3.81K 0.17% 112
2023
Q3 		$1.66M Sell
6,287
-145
-2% -$41.4K 0.18% 120
2023
Q2 		$1.92M Buy
6,432
+2,901
+82% +$843K 0.21% 103
2023
Q1 		$987K Buy
3,531
+251
+8% +$67.2K 0.12% 144
2022
Q4 		$864K Buy
3,280
+2
+0.1% +$528 0.13% 129
2022
Q3 		$757K Buy
3,278
+3
+0.1% +$767 0.17% 114
2022
Q2 		$808K Sell
3,275
-80
-2% -$19.7K 0.21% 90
2022
Q1 		$830K Buy
3,355
+618
+23% +$154K 0.21% 91
2021
Q4 		$733K Buy
+2,737
New +$691K 0.21% 78

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EverSource Wealth Advisors's MCD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its McDonald's (MCD) stake by 19% in Q2 2026, selling an estimated $314K and leaving 4,683 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #306.

EverSource Wealth Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q3 2024. 1,790 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • EverSource Wealth Advisors held 4,683 shares of McDonald's worth $1.27M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,094 McDonald's shares in Q2 2026, an estimated $314K.
  • McDonald's made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #306 holding.
  • EverSource Wealth Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's McDonald's position peaked at $2.59M in Q3 2024.
  • 1,790 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.