Empire Financial Management Company’s McDonald's MCD Stock Holding History

Empire Financial Management Company’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	$725K	Sell	2,683 -552	-17%	-$158K	0.29%	83
2026 Q1	$1.01M	Buy	3,235 +29	+0.9%	+$9.24K	0.23%	115
2025 Q4	$980K	Sell	3,206 -6	-0.2%	-$1.84K	0.21%	111
2025 Q3	$976K	Buy	3,212 +44	+1%	+$13.4K	0.22%	110
2025 Q2	$926K	Buy	3,168 +131	+4%	+$40.4K	0.27%	103
2025 Q1	$949K	Buy	3,037 +112	+4%	+$33.5K	0.29%	94
2024 Q4	$848K	Buy	2,925 +18	+0.6%	+$5.37K	0.26%	106
2024 Q3	$886K	Sell	2,907 -904	-24%	-$249K	0.27%	106
2024 Q2	$971K	Buy	3,811 +115	+3%	+$30.5K	0.32%	89
2024 Q1	$1.04M	Buy	3,696 +1,912	+107%	+$556K	0.34%	82
2023 Q4	$529K	Buy	1,784 +170	+11%	+$46.3K	0.21%	124
2023 Q3	$425K	Buy	+1,614	New	+$460K	0.19%	133

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Empire Financial Management Company's MCD Position: Q2 2026 in Review

Empire Financial Management Company reduced its McDonald's (MCD) stake by 17% in Q2 2026, selling an estimated $158K and leaving 2,683 shares worth $725K. The position accounts for 0.29% of the portfolio, ranked #83.

Empire Financial Management Company first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Empire Financial Management Company held 2,683 shares of McDonald's worth $725K as of Q2 2026.
Empire Financial Management Company sold 552 McDonald's shares in Q2 2026, an estimated $158K.
McDonald's made up 0.29% of Empire Financial Management Company's portfolio in Q2 2026, its #83 holding.
Empire Financial Management Company first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
Empire Financial Management Company's McDonald's position peaked at $1.04M in Q1 2024.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.