EWM
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Empirical Wealth Management’s McDonald's MCD Stock Holding History

Empirical Wealth 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 		$5.57M Buy
20,617
+919
+5% +$264K 0.08% 146
2026
Q1 		$6.12M Buy
19,698
+1,743
+10% +$555K 0.11% 129
2025
Q4 		$5.49M Buy
17,955
+469
+3% +$144K 0.1% 137
2025
Q3 		$5.31M Buy
17,486
+161
+0.9% +$49K 0.11% 133
2025
Q2 		$5.06M Buy
17,325
+225
+1% +$69.4K 0.11% 131
2025
Q1 		$5.34M Buy
17,100
+3,374
+25% +$1.01M 0.14% 125
2024
Q4 		$3.98M Sell
13,726
-591
-4% -$176K 0.11% 129
2024
Q3 		$4.36M Buy
14,317
+1,942
+16% +$535K 0.12% 126
2024
Q2 		$3.15M Sell
12,375
-727
-6% -$193K 0.09% 137
2024
Q1 		$3.69M Buy
13,102
+992
+8% +$289K 0.11% 127
2023
Q4 		$3.59M Sell
12,110
-587
-5% -$160K 0.12% 121
2023
Q3 		$3.34M Buy
12,697
+1,568
+14% +$447K 0.13% 118
2023
Q2 		$3.32M Sell
11,129
-120
-1% -$34.9K 0.13% 118
2023
Q1 		$3.15M Sell
11,249
-908
-7% -$243K 0.14% 109
2022
Q4 		$3.2M Sell
12,157
-269
-2% -$71K 0.15% 106
2022
Q3 		$2.87M Buy
12,426
+489
+4% +$125K 0.15% 100
2022
Q2 		$2.95M Sell
11,937
-4,573
-28% -$1.13M 0.15% 99
2022
Q1 		$4.08M Buy
16,510
+3,605
+28% +$898K 0.2% 79
2021
Q4 		$3.46M Buy
12,905
+3,789
+42% +$957K 0.17% 92
2021
Q3 		$2.2M Sell
9,116
-783
-8% -$187K 0.13% 109
2021
Q2 		$2.29M Buy
9,899
+472
+5% +$110K 0.14% 99
2021
Q1 		$2.11M Sell
9,427
-3,801
-29% -$813K 0.17% 95
2020
Q4 		$2.84M Buy
13,228
+2,485
+23% +$540K 0.22% 65
2020
Q3 		$2.36M Buy
10,743
+208
+2% +$42.7K 0.2% 71
2020
Q2 		$1.94M Buy
10,535
+403
+4% +$73.9K 0.18% 82
2020
Q1 		$1.68M Buy
10,132
+956
+10% +$188K 0.18% 80
2019
Q4 		$1.81M Sell
9,176
-303
-3% -$60.1K 0.2% 79
2019
Q3 		$2.04M Buy
9,479
+1,309
+16% +$281K 0.25% 69
2019
Q2 		$1.7M Buy
8,170
+1,581
+24% +$313K 0.22% 72
2019
Q1 		$1.25M Buy
6,589
+111
+2% +$20.1K 0.18% 76
2018
Q4 		$1.15M Buy
6,478
+1,354
+26% +$240K 0.2% 69
2018
Q3 		$857K Sell
5,124
-89
-2% -$14.3K 0.15% 78
2018
Q2 		$817K Buy
5,213
+401
+8% +$65K 0.15% 81
2018
Q1 		$752K Buy
4,812
+2,976
+162% +$490K 0.15% 75
2017
Q4 		$316K Buy
1,836
+130
+8% +$21.8K 0.07% 109
2017
Q3 		$267K Buy
1,706
+50
+3% +$7.84K 0.06% 114
2017
Q2 		$254K Buy
+1,656
New +$239K 0.06% 115
2015
Q4 		– Sell
-2,400
Closed -$236K – 108
2015
Q3 		$236K Buy
+2,400
New +$234K 0.06% 104

Other funds holding MCD

Swedbank
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Empirical Wealth Management increased its McDonald's (MCD) stake by 4.7% in Q2 2026, buying an estimated $264K and bringing the position to 20,617 shares worth $5.57M. The position accounts for 0.08% of the portfolio, ranked #146.

Empirical Wealth Management first reported a position in MCD in Q3 2015 and has held it in 38 quarters since. The position peaked at $6.12M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Empirical Wealth Management held 20,617 shares of McDonald's worth $5.57M as of Q2 2026.
  • Empirical Wealth Management bought 919 McDonald's shares in Q2 2026, an estimated $264K.
  • McDonald's made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Empirical Wealth Management first reported a position in McDonald's in Q3 2015 and has held it in 38 quarters since.
  • Empirical Wealth Management's McDonald's position peaked at $6.12M in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.