Empirical Asset Management’s McDonald's MCD Stock Holding History

Empirical Asset Management’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	$1.85M	Sell	6,849 -348	-5%	-$99.8K	0.42%	65
2026 Q1	$2.24M	Sell	7,197 -3,235	-31%	-$1.03M	0.59%	29
2025 Q4	$2.23M	Buy	10,432 +494	+5%	+$151K	0.63%	26
2025 Q3	$2.06M	Buy	9,938 +3,047	+44%	+$927K	0.57%	31
2025 Q2	$2.01M	Buy	6,891 +17	+0.2%	+$5.24K	0.62%	34
2025 Q1	$2.15M	Sell	6,874 -30,935	-82%	-$9.25M	0.73%	30
2024 Q4	$1.96M	Buy	37,809 +11,099	+42%	+$3.31M	0.65%	30
2024 Q3	$2.15M	Sell	26,710 -444	-2%	-$122K	0.77%	26
2024 Q2	$1.92M	Buy	27,154 +19,468	+253%	+$5.16M	0.72%	23
2024 Q1	$2.17M	Buy	7,686 +5,535	+257%	+$1.61M	1.05%	16
2023 Q4	$638K	Buy	2,151 +146	+7%	+$39.7K	0.52%	65
2023 Q3	$528K	Sell	2,005 -461	-19%	-$131K	0.46%	81
2023 Q2	$736K	Buy	2,466 +545	+28%	+$158K	0.65%	50
2023 Q1	$537K	Sell	1,921 -4,705	-71%	-$1.26M	0.51%	68
2022 Q4	$505K	Buy	6,626 +4,730	+249%	+$1.25M	0.53%	74
2022 Q3	$437K	Buy	1,896 +4	+0.2%	+$1.02K	0.48%	86
2022 Q2	$467K	Sell	1,892 -8	-0.4%	-$1.97K	0.49%	64
2022 Q1	$470K	Sell	1,900 -27	-1%	-$6.73K	0.45%	80
2021 Q4	$516K	Buy	+1,927	New	+$487K	0.5%	74

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

Empirical Asset Management's MCD Position: Q2 2026 in Review

Empirical Asset Management reduced its McDonald's (MCD) stake by 4.8% in Q2 2026, selling an estimated $99.8K and leaving 6,849 shares worth $1.85M. The position accounts for 0.42% of the portfolio, ranked #65.

Empirical Asset Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Empirical Asset Management held 6,849 shares of McDonald's worth $1.85M as of Q2 2026.
Empirical Asset Management sold 348 McDonald's shares in Q2 2026, an estimated $99.8K.
McDonald's made up 0.42% of Empirical Asset Management's portfolio in Q2 2026, its #65 holding.
Empirical Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Empirical Asset Management's McDonald's position peaked at $2.24M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.