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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

MCD holding history

McDonalds Corp in every 13F filed by Evercore 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)
27,469
Value
$7.43M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MCD by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,469$7.43M0.1%−7,322−21.0%ReducedHolders
Q1 202634,791$10.8M0.2%−3,218−8.5%ReducedHolders
Q4 202538,009$11.6M0.2%−2,715−6.7%ReducedHolders
Q3 202540,724$12.4M0.2%−1,884−4.4%ReducedHolders
Q2 202542,608$12.4M0.2%−3,790−8.2%ReducedHolders
Q1 202546,398$14.5M0.2%−223,869−82.8%ReducedHolders
Q4 2024270,267$78.3M1.2%−44,900−14.2%ReducedHolders
Q3 2024315,167$96.0M1.4%−13,614−4.1%ReducedHolders
Q2 2024328,781$83.8M1.3%−3,264−1.0%ReducedHolders
Q1 2024332,045$93.6M1.5%−641−0.2%ReducedHolders
Q4 2023332,686$98.6M1.7%+7,303+2.2%AddedHolders
Q3 2023325,383$85.7M1.6%−1,903−0.6%ReducedHolders
Q2 2023327,286$97.7M1.8%−2,336−0.7%ReducedHolders
Q1 2023329,622$92.2M1.8%−6,777−2.0%ReducedHolders
Q4 2022336,399$88.7M1.9%−1,234−0.4%ReducedHolders
Q3 2022337,633$77.9M1.8%+1,064+0.3%AddedHolders
Q2 2022336,569$83.1M1.8%−4,077−1.2%ReducedHolders
Q1 2022340,646$84.2M1.5%+1,964+0.6%AddedHolders
Q4 2021338,682$90.8M1.5%+28,713+9.3%AddedHolders
Q3 2021309,969$74.7M1.4%+4,671+1.5%AddedHolders
Q2 2021305,298$70.5M1.3%+268,029+719.2%AddedHolders
Q1 202137,269$8.35M0.2%––Holders

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