Evergreen Wealth Partners LLC

Position in MCD — Mcdonalds Corp

CIK 2101006 KALISPELL, MT

Position in MCD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$347,078

-$54,462 QoQ

Shares Held

1,284

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#2,653

of 3,448 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Evergreen Wealth Partners LLC holds $978,131 across 3 Restaurants names. MCD ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BROS	Dutch Bros Inc.	5,058	$363,214
2	MCD	Mcdonalds Corp This page	1,284	$347,078
3	SBUX	Starbucks Corp	2,621	$267,839

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,078	1,284	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$401,540	1,292	-6.9%	Shares	Sole	2026-05-08
2025-12-31	$424,214	1,388	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.