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MCD
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Position history for EP Wealth Advisors, LLC's holdings in MCDONALDS CORP

EP Wealth Advisors, LLC holds 241,857 shares of MCD (MCDONALDS CORP), worth $75.2M as of 2026-Q1. The position was increased (+1.3% shares). MCD represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$75.2M

Current Shares

241,857

Total Value Change

+$23.6M

Total Shares Change

+39,482

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
241,857
+1.3%
$75.2M0.4%$332.17
36
2025-Q4
Increased
238,832
+3.9%
$73M0.4%$308.03
37
2025-Q2
Increased
229,893
+2.5%
$67.2M0.4%$288.17
36
2025-Q1
Increased
224,203
+4.1%
$70M0.6%$301.82
43
2024-Q4
Decreased
215,408
-0.4%
$62.4M0.5%$283.00
0
2024-Q3
Increased
216,186
+6.8%
$65.8M0.6%$294.99
45
2024-Q2
Increased
202,375
+266.7%
$51.6M0.5%$246.11
67

Other major holders of MCD: VANGUARD GROUP INC

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