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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
Q2 		$171K Buy
633
+26
+4% +$7.46K 0.1% 139
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 $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

Evolution Wealth Management's MCD Position: Q2 2026 in Review

Evolution Wealth Management increased its McDonald's (MCD) stake by 4.3% in Q2 2026, buying an estimated $7.46K and bringing the position to 633 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #139.

Evolution Wealth Management first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $189K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Evolution Wealth Management held 633 shares of McDonald's worth $171K as of Q2 2026.
  • Evolution Wealth Management bought 26 McDonald's shares in Q2 2026, an estimated $7.46K.
  • McDonald's made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Evolution Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's McDonald's position peaked at $189K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.