SEC 13F Intelligence

Ep Wealth Advisors, LLC / MCD

Ep Wealth Advisors, LLC’s Mcdonalds Corp Position

Does Ep Wealth Advisors, LLC own Mcdonalds Corp (MCD)? Yes — 241.9K shares worth $75M (+0.37% of its 13F portfolio) as of Q1 2026, up from 238.8K shares the prior filed quarter.

Position Value
$75M
Q1 2026
Shares
241.9K
% of Portfolio
+0.37%
Quarters Held
27
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $7MQ4 ’22: $11MQ2 ’23: $16MQ2 ’23Q3 ’23: $14MQ4 ’23: $16MQ1 ’24: $16MQ2 ’24: $52MQ2 ’24Q3 ’24: $66MQ4 ’24: $62MQ1 ’25: $70MQ2 ’25: $67MQ2 ’25Q4 ’25: $73MQ1 ’26: $75Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026241.9K$75M+0.37%
Q4 2025238.8K$73M+0.38%
Q2 2025229.9K$67M+0.44%
Q1 2025224.2K$70M+0.56%
Q4 2024215.4K$62M+0.51%
Q3 2024216.2K$66M+0.57%
Q2 2024202.4K$52M+0.55%
Q1 202455.2K$16M+0.18%
Q4 202355.5K$16M+0.21%
Q3 202353.5K$14M+0.22%
Q2 202312.2K$16M+0.24%
Q4 202248.3K$11M+0.25%
Q2 202226.7K$7M+0.15%
Q1 202227.3K$7M+0.15%
Q4 202127.8K$7M+0.18%
Q3 202128.2K$7M+0.19%
Q2 202126.4K$6M+0.17%
Q1 202126.5K$6M+0.19%
Q4 202011.0K$2M+0.08%
Q3 20208.8K$2M+0.08%
Q2 20208.4K$2M+0.07%
Q1 202010.7K$2M+0.09%
Q4 20199.1K$2M+0.07%
Q3 20198.5K$2M+0.09%
Q2 20197.7K$2M+0.10%
Q1 20196.5K$1M+0.12%
Q4 20186.6K$1M+0.09%

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