Evolve Private Wealth’s McDonald's MCD Stock Holding History

Evolve Private 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 Q2	–	Sell	-5,392	Closed	-$1.68M	–	1151
2026 Q1	$1.68M	Buy	5,392 +1,010	+23%	+$322K	0.09%	220
2025 Q4	$1.34M	Buy	+4,382	New	+$1.34M	0.08%	230

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evolve Private Wealth's MCD Position: Q2 2026 in Review

Evolve Private Wealth sold out of McDonald's (MCD) in Q2 2026, closing a stake of 5,392 shares — an estimated $1.68M sold.

Evolve Private Wealth first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $1.68M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Evolve Private Wealth reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 5,392 McDonald's shares in Q2 2026, an estimated $1.68M.
Evolve Private Wealth first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's McDonald's position peaked at $1.68M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.