EVERMAY WEALTH MANAGEMENT LLC

Position in MCD — Mcdonalds Corp

CIK 1066816 ARLINGTON, VA

Position in MCD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,233,965

-$300,094 QoQ

Shares Held

4,565

-7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,636

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $2,798,791 across 6 Restaurants names. MCD ranks #2 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YUM	Yum Brands Inc	8,248	$1,318,525
2	MCD	Mcdonalds Corp This page	4,565	$1,233,965
3	SBUX	Starbucks Corp	1,066	$108,934
4	DRI	Darden Restaurants Inc	400	$82,404
5	CMG	Chipotle Mexican Grill Inc	1,280	$43,520
6	YUMC	Yum China Holdings, Inc.	280	$11,443

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,233,965	4,565	-7.5%	Shares	Sole	2026-07-27
2026-03-31	$1,534,059	4,936	-4.1%	Shares	Sole	2026-05-12
2025-12-31	$1,572,466	5,145	-4.7%	Shares	Sole	2026-01-22
2025-09-30	$1,641,006	5,400	-3.5%	Shares	Sole	2025-11-05
2025-06-30	$1,634,691	5,595	-1.7%	Shares	Sole	2025-07-30
2025-03-31	$1,778,010	5,692	-2.0%	Shares	Sole	2025-05-07
2024-12-31	$1,683,681	5,808	-1.5%	Shares	Sole	2025-01-24
2024-09-30	$1,795,086	5,895	-7.6%	Shares	Sole	2024-10-25
2024-06-30	$1,625,114	6,377	+0.9%	Shares	Sole	2024-08-01
2024-03-31	$1,782,205	6,321	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$1,876,018	6,327	-6.2%	Shares	Sole	2024-02-12
2023-09-30	$1,776,902	6,745	-2.9%	Shares	Sole	2023-11-14
2023-06-30	$2,072,755	6,946	-2.5%	Shares	Sole	2023-08-10
2023-03-31	$1,991,102	7,121	+1.2%	Shares	Sole	2023-05-15
2022-12-31	$1,855,251	7,040	-0.5%	Shares	Sole	2023-01-19
2022-09-30	$1,632,485	7,075	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,747,169	7,077	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$1,749,011	7,073	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,896,059	7,073	+1.6%	Shares	Sole	2022-02-14
2021-09-30	$1,678,848	6,963	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$1,625,938	7,039	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,577,721	7,039	+1.9%	Shares	Sole	2021-05-10
2020-12-31	$1,482,533	6,909	-1.0%	Shares	Sole	2021-02-16
2020-09-30	$1,531,820	6,979	+5.5%	Shares	Sole	2020-11-05
2020-06-30	$1,220,084	6,614	+13.3%	Shares	Sole	2020-07-20
2020-03-31	$965,478	5,839	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.