SEC 13F Intelligence

Evercore Wealth Management, LLC / MCD

Evercore Wealth Management, LLC’s Mcdonalds Corp Position

Does Evercore Wealth Management, LLC own Mcdonalds Corp (MCD)? Yes — 34.8K shares worth $11M (+0.17% of its 13F portfolio) as of Q1 2026, down from 38.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
34.8K
% of Portfolio
+0.17%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $71MQ3 ’21: $75MQ4 ’21: $91MQ4 ’21Q1 ’22: $84MQ2 ’22: $83MQ3 ’22: $78MQ4 ’22: $89MQ4 ’22Q1 ’23: $92MQ2 ’23: $98MQ3 ’23: $86MQ4 ’23: $99MQ4 ’23Q1 ’24: $94MQ2 ’24: $84MQ3 ’24: $96MQ4 ’24: $78MQ4 ’24Q1 ’25: $14MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.8K$11M+0.17%
Q4 202538.0K$12M+0.17%
Q3 202540.7K$12M+0.18%
Q2 202542.6K$12M+0.19%
Q1 202546.4K$14M+0.23%
Q4 2024270.3K$78M+1.17%
Q3 2024315.2K$96M+1.44%
Q2 2024328.8K$84M+1.32%
Q1 2024332.0K$94M+1.47%
Q4 2023332.7K$99M+1.65%
Q3 2023325.4K$86M+1.60%
Q2 2023327.3K$98M+1.79%
Q1 2023329.6K$92M+1.84%
Q4 2022336.4K$89M+1.86%
Q3 2022337.6K$78M+1.76%
Q2 2022336.6K$83M+1.75%
Q1 2022340.6K$84M+1.49%
Q4 2021338.7K$91M+1.48%
Q3 2021310.0K$75M+1.35%
Q2 2021305.3K$71M+1.29%
Q1 202137.3K$8M+0.17%
Q4 202038.4K$8M+0.18%
Q3 202037.7K$8M+0.20%
Q2 202038.2K$7M+0.19%
Q1 202036.3K$6M+0.20%
Q4 201936.1K$7M+0.19%
Q3 201936.2K$8M+0.23%
Q2 201935.5K$7M+0.22%
Q1 201929.8K$6M+0.18%
Q4 201827.8K$5M+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of MCD.