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
Other major holders of MCD: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 241,857 |
+1.3% |
| $75.2M |
| 0.4% |
| $332.17 |
36 |
| 2025-Q4 | 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 |