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Evercore Wealth Management, LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on MCD, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 27,469 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,469 shares
    Change vs previous 13F -7,322 shares

    0.11% of the 13F portfolio, value $7,425,145.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,791 shares
    Change vs previous 13F -3,218 shares

    0.17% of the 13F portfolio, value $10,812,695.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,009 shares
    Change vs previous 13F -2,715 shares

    0.17% of the 13F portfolio, value $11,616,691.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,724 shares
    Change vs previous 13F -1,884 shares

    0.18% of the 13F portfolio, value $12,375,617.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,608 shares
    Change vs previous 13F -3,790 shares

    0.19% of the 13F portfolio, value $12,448,780.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,398 shares
    Change vs previous 13F -223,869 shares

    0.23% of the 13F portfolio, value $14,493,343.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 270,267 shares
    Change vs previous 13F -44,900 shares

    1.17% of the 13F portfolio, value $78,347,789.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 315,167 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $95,971,597.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).