Empirical Finance’s McDonald's MCD Stock Holding History

Empirical Finance’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	–	Sell	-1,100	Closed	-$310K	–	512
2024 Q1	$310K	Hold	1,100	–	–	0.02%	486
2023 Q4	$326K	Sell	1,100 -22	-2%	-$5.99K	0.02%	474
2023 Q3	$296K	Hold	1,122	–	–	0.02%	472
2023 Q2	$335K	Hold	1,122	–	–	0.03%	456
2023 Q1	$314K	Sell	1,122 -439	-28%	-$118K	0.03%	443
2022 Q4	$411K	Buy	1,561 +182	+13%	+$48K	0.04%	382
2022 Q3	$318K	Hold	1,379	–	–	0.04%	410
2022 Q2	$340K	Hold	1,379	–	–	0.04%	368
2022 Q1	$341K	Hold	1,379	–	–	0.04%	390
2021 Q4	$370K	Buy	+1,379	New	+$348K	0.04%	371
2017 Q4	–	Sell	-1,582	Closed	-$248K	–	132
2017 Q3	$248K	Buy	+1,582	New	+$248K	0.09%	118
2017 Q1	–	Sell	-436	Closed	-$54K	–	369
2016 Q4	$54K	Buy	+436	New	+$51.1K	0.04%	107

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

Empirical Finance's MCD Position: Q2 2024 in Review

Empirical Finance sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,100 shares — an estimated $310K sold.

Empirical Finance first reported a position in MCD in Q4 2016 and held it in 12 quarters. The position peaked at $411K in Q4 2022. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Empirical Finance reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Empirical Finance sold 1,100 McDonald's shares in Q2 2024, an estimated $310K.
Empirical Finance first reported a position in McDonald's in Q4 2016 and held it in 12 quarters.
Empirical Finance's McDonald's position peaked at $411K in Q4 2022.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Empirical Finance's 13F filing for Q2 2024, filed 30 Jul 2024.