Embree Financial Group’s McDonald's MCD Stock Holding History

Embree Financial Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Sell	6,209 -696	-10%	-$200K	0.17%	86
2026 Q1	$2.15M	Buy	6,905 +96	+1%	+$30.6K	0.25%	68
2025 Q4	$2.08M	Buy	6,809 +202	+3%	+$61.9K	0.26%	69
2025 Q3	$2.01M	Buy	6,607 +64	+1%	+$19.5K	0.27%	68
2025 Q2	$1.91M	Sell	6,543 -340	-5%	-$105K	0.29%	68
2025 Q1	$2.15M	Buy	6,883 +371	+6%	+$111K	0.36%	58
2024 Q4	$1.89M	Buy	6,512 +11	+0.2%	+$3.28K	0.32%	58
2024 Q3	$1.98M	Sell	6,501 -105	-2%	-$28.9K	0.35%	57
2024 Q2	$1.68M	Buy	6,606 +87	+1%	+$23.1K	0.32%	60
2024 Q1	$1.84M	Buy	6,519 +15	+0.2%	+$4.36K	0.36%	59
2023 Q4	$1.93M	Buy	+6,504	New	+$1.77M	0.41%	54

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Embree Financial Group's MCD Position: Q2 2026 in Review

Embree Financial Group reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $200K and leaving 6,209 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #86.

Embree Financial Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q1 2025. 1,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Embree Financial Group held 6,209 shares of McDonald's worth $1.68M as of Q2 2026.
Embree Financial Group sold 696 McDonald's shares in Q2 2026, an estimated $200K.
McDonald's made up 0.17% of Embree Financial Group's portfolio in Q2 2026, its #86 holding.
Embree Financial Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's McDonald's position peaked at $2.15M in Q1 2025.
1,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.