Evoke Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-11,050
| Closed | -$3.43M | – | 381 |
|
|
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
Evoke Wealth's MCD Position: Q2 2026 in Review
Evoke Wealth sold out of McDonald's (MCD) in Q2 2026, closing a stake of 11,050 shares — an estimated $3.43M sold.
Evoke Wealth first reported a position in MCD in Q3 2019 and held it in 26 quarters. The position peaked at $6.75M in Q2 2021. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Evoke Wealth reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 11,050 McDonald's shares in Q2 2026, an estimated $3.43M.
- Evoke Wealth first reported a position in McDonald's in Q3 2019 and held it in 26 quarters.
- Evoke Wealth's McDonald's position peaked at $6.75M in Q2 2021.
- 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.