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Empowered Funds’s McDonald's MCD Stock Holding History

Empowered Funds’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 		$34.5M Buy
127,603
+15,894
+14% +$4.56M 0.18% 100
2026
Q1 		$34.7M Buy
+111,709
New +$35.6M 0.22% 76
2025
Q4 		– Sell
-81,388
Closed -$24.7M – 1535
2025
Q3 		$24.7M Buy
81,388
+27,106
+50% +$8.25M 0.25% 61
2025
Q2 		$15.9M Sell
54,282
-6,128
-10% -$1.89M 0.18% 112
2025
Q1 		$18.9M Buy
60,410
+4,801
+9% +$1.44M 0.27% 61
2024
Q4 		$16.1M Buy
55,609
+1,129
+2% +$337K 0.24% 72
2024
Q3 		$16.6M Sell
54,480
-3,683
-6% -$1.02M 0.26% 70
2024
Q2 		$14.8M Buy
58,163
+26,179
+82% +$6.95M 0.26% 63
2024
Q1 		$9.02M Buy
31,984
+7,908
+33% +$2.3M 0.16% 146
2023
Q4 		$7.14M Sell
24,076
-12,408
-34% -$3.38M 0.18% 136
2023
Q3 		$9.61M Buy
36,484
+11,546
+46% +$3.29M 0.28% 54
2023
Q2 		$7.44M Buy
24,938
+11,177
+81% +$3.25M 0.26% 63
2023
Q1 		$3.85M Buy
+13,761
New +$3.69M 0.23% 132

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Empowered Funds's MCD Position: Q2 2026 in Review

Empowered Funds increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $4.56M and bringing the position to 127,603 shares worth $34.5M. The position accounts for 0.18% of the portfolio, ranked #100.

Empowered Funds first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. The position peaked at $34.7M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Empowered Funds held 127,603 shares of McDonald's worth $34.5M as of Q2 2026.
  • Empowered Funds bought 15,894 McDonald's shares in Q2 2026, an estimated $4.56M.
  • McDonald's made up 0.18% of Empowered Funds's portfolio in Q2 2026, its #100 holding.
  • Empowered Funds first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
  • Empowered Funds's McDonald's position peaked at $34.7M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.