EMFO LLC’s McDonald's MCD Stock Holding History

EMFO LLC’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
2024 Q2	$152K	Hold	595	–	–	0.14%	106
2024 Q1	$168K	Hold	595	–	–	0.15%	104
2023 Q4	$176K	Sell	595 -300	-34%	-$81.7K	0.16%	95
2023 Q3	$236K	Hold	895	–	–	0.22%	82
2023 Q2	$267K	Hold	895	–	–	0.24%	79
2023 Q1	$250K	Sell	895 -160	-15%	-$42.9K	0.24%	76
2022 Q4	$278K	Sell	1,055 -460	-30%	-$121K	0.28%	67
2022 Q3	$350K	Sell	1,515 -7,045	-82%	-$1.8M	0.33%	65
2022 Q2	$2.11M	Hold	8,560	–	–	2.15%	10
2022 Q1	$2.12M	Sell	8,560 -1,575	-16%	-$392K	1.92%	16
2021 Q4	$2.72M	Hold	10,135	–	–	2.4%	7
2021 Q3	$2.44M	Hold	10,135	–	–	2.16%	8
2021 Q2	$2.34M	Buy	+10,135	New	+$2.36M	2.05%	10

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EMFO LLC's MCD Position: Q2 2024 in Review

EMFO LLC held its McDonald's (MCD) position steady in Q2 2024 at 595 shares worth $152K. The position accounts for 0.14% of the portfolio, ranked #106.

EMFO LLC first reported a position in MCD in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.72M in Q4 2021. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

EMFO LLC held 595 shares of McDonald's worth $152K as of Q2 2024.
EMFO LLC left its McDonald's share count unchanged in Q2 2024.
McDonald's made up 0.14% of EMFO LLC's portfolio in Q2 2024, its #106 holding.
EMFO LLC first reported a position in McDonald's in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's McDonald's position peaked at $2.72M in Q4 2021.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.