Position history for EP Wealth Advisors, LLC's holdings in MCDONALDS CORP
EP Wealth Advisors, LLC holds 238,832 shares of MCD (MCDONALDS CORP), worth $73M as of 2025-Q4. The position was increased (++3.9% shares). MCD represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$73M
Current Shares
238,832
Total Value Change
+$21.4M
Total Shares Change
+36,457
Increased |
| 238,832 |
+3.9% |
| $73M |
| 0.4% |
| $308.03 |
37 |
| 2025-Q2 | Increased | 229,893 | +2.5% | $67.2M | 0.4% | $288.17 | 36 |
| 2025-Q1 | Increased | 224,203 | +4.1% | $70M | 0.6% | $301.82 | 43 |
| 2024-Q4 | Decreased | 215,408 | -0.4% | $62.4M | 0.5% | $283.00 | 0 |
| 2024-Q3 | Increased | 216,186 | +6.8% | $65.8M | 0.6% | $294.99 | 45 |
| 2024-Q2 | Increased | 202,375 | +266.7% | $51.6M | 0.5% | $246.11 | 67 |