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Evolution Wealth Management’s McDonald's MCD Stock Holding History

Evolution Wealth Management’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 		$189K Buy
607
+170
+39% +$54.2K 0.14% 110
2025
Q4 		$134K Buy
437
+56
+15% +$17.2K 0.11% 143
2025
Q3 		$116K Sell
381
-15
-4% -$4.57K 0.12% 134
2025
Q2 		$116K Buy
+396
New +$122K 0.14% 109

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 $137B AUM 18.02% 1-Year Est. Return

Evolution Wealth Management's MCD Position: Q1 2026 in Review

Evolution Wealth Management increased its McDonald's (MCD) stake by 39% in Q1 2026, buying an estimated $54.2K and bringing the position to 607 shares worth $189K. The position accounts for 0.14% of the portfolio, ranked #110.

Evolution Wealth Management first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Evolution Wealth Management held 607 shares of McDonald's worth $189K as of Q1 2026.
  • Evolution Wealth Management bought 170 McDonald's shares in Q1 2026, an estimated $54.2K.
  • McDonald's made up 0.14% of Evolution Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Evolution Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.