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Evoke Wealth’s McDonald's MCD Stock Holding History

Evoke Wealth’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 		$3.43M Buy
11,050
+721
+7% +$230K 0.06% 110
2025
Q4 		$3.16M Buy
10,329
+1,421
+16% +$435K 0.06% 128
2025
Q3 		$2.71M Buy
8,908
+1,367
+18% +$416K 0.05% 135
2025
Q2 		$2.2M Buy
7,541
+284
+4% +$87.6K 0.05% 139
2025
Q1 		$2.27M Sell
7,257
-193
-3% -$57.7K 0.06% 127
2024
Q4 		$2.16M Buy
7,450
+1,770
+31% +$528K 0.06% 121
2024
Q3 		$1.73M Buy
5,680
+2,981
+110% +$822K 0.05% 134
2024
Q2 		$688K Sell
2,699
-5,319
-66% -$1.41M 0.81% 24
2024
Q1 		$2.26M Buy
+8,018
New +$2.33M 0.07% 104
2023
Q4 		– Sell
-6,107
Closed -$1.61M – 244
2023
Q3 		$1.61M Sell
6,107
-62
-1% -$17.7K 0.06% 134
2023
Q2 		$1.84M Sell
6,169
-130,109
-95% -$37.8M 0.06% 113
2023
Q1 		$1.36M Buy
136,278
+7,174
+6% +$1.92M 0.05% 137
2022
Q4 		$1.51M Buy
129,104
+122,867
+1,970% +$32.4M 0.05% 135
2022
Q3 		$1.33M Buy
6,237
+1,322
+27% +$338K 0.05% 125
2022
Q2 		$1.21M Sell
4,915
-124
-2% -$30.5K 0.04% 142
2022
Q1 		$1.25M Buy
5,039
+50
+1% +$12.5K 0.04% 155
2021
Q4 		$1.21M Buy
4,989
+50
+1% +$12.6K 0.04% 163
2021
Q3 		$1.08M Sell
4,939
-24,762
-83% -$5.91M 0.04% 162
2021
Q2 		$6.75M Sell
29,701
-168
-0.6% -$39.1K 0.26% 50
2021
Q1 		$6.7M Buy
29,869
+25,158
+534% +$5.38M 0.3% 44
2020
Q4 		$1.01M Sell
4,711
-443
-9% -$96.3K 0.07% 95
2020
Q3 		$1.13M Buy
5,154
+241
+5% +$49.5K 0.09% 67
2020
Q2 		$949K Sell
4,913
-523
-10% -$95.9K 0.09% 66
2020
Q1 		$899K Sell
5,436
-447
-8% -$88.1K 0.13% 56
2019
Q4 		$1.16M Buy
5,883
+681
+13% +$135K 0.15% 63
2019
Q3 		$1.12M Buy
+5,202
New +$1.12M 0.14% 82

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 $147M AUM 25.76% 1-Year Est. Return

Evoke Wealth's MCD Position: Q1 2026 in Review

Evoke Wealth increased its McDonald's (MCD) stake by 7% in Q1 2026, buying an estimated $230K and bringing the position to 11,050 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #110.

Evoke Wealth first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $6.75M in Q2 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Evoke Wealth held 11,050 shares of McDonald's worth $3.43M as of Q1 2026.
  • Evoke Wealth bought 721 McDonald's shares in Q1 2026, an estimated $230K.
  • McDonald's made up 0.06% of Evoke Wealth's portfolio in Q1 2026, its #110 holding.
  • Evoke Wealth first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's McDonald's position peaked at $6.75M in Q2 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.