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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

MCD holding history

McDonalds Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
4,565
Value
$1.23M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,565$1.23M0.1%−371−7.5%ReducedHolders
Q1 20264,936$1.53M0.2%−209−4.1%ReducedHolders
Q4 20255,145$1.57M0.2%−255−4.7%ReducedHolders
Q3 20255,400$1.64M0.2%−195−3.5%ReducedHolders
Q2 20255,595$1.63M0.2%−97−1.7%ReducedHolders
Q1 20255,692$1.78M0.2%−116−2.0%ReducedHolders
Q4 20245,808$1.68M0.3%−87−1.5%ReducedHolders
Q3 20245,895$1.80M0.3%−482−7.6%ReducedHolders
Q2 20246,377$1.63M0.3%+56+0.9%AddedHolders
Q1 20246,321$1.78M0.3%−6−0.1%ReducedHolders
Q4 20236,327$1.88M0.3%−418−6.2%ReducedHolders
Q3 20236,745$1.78M0.4%−201−2.9%ReducedHolders
Q2 20236,946$2.07M0.4%−175−2.5%ReducedHolders
Q1 20237,121$1.99M0.4%+81+1.2%AddedHolders
Q4 20227,040$1.86M0.4%−35−0.5%ReducedHolders
Q3 20227,075$1.63M0.3%−20.0%ReducedHolders
Q2 20227,077$1.75M0.3%+4+0.1%AddedHolders
Q1 20227,073$1.75M0.3%00.0%UnchangedHolders
Q4 20217,073$1.90M0.3%+110+1.6%AddedHolders
Q3 20216,963$1.68M0.3%−76−1.1%ReducedHolders
Q2 20217,039$1.63M0.3%00.0%UnchangedHolders
Q1 20217,039$1.58M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.