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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
2023
Q1 		– Sell
-14,140
Closed -$3.73M – 628
2022
Q4 		$3.73M Buy
+14,140
New +$3.73M 0.24% 136

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Empowered Funds's MCD Position: Q1 2026 in Review

Empowered Funds opened a new position in McDonald's (MCD) in Q1 2026: 111,709 shares worth $34.7M. The stake represents 0.22% of the portfolio and ranks #76 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MCD as recently as Q3 2025.

Empowered Funds first reported a position in MCD in Q1 2023 and has held it in 12 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Empowered Funds held 111,709 shares of McDonald's worth $34.7M as of Q1 2026.
  • McDonald's was a new Empowered Funds position in Q1 2026.
  • McDonald's made up 0.22% of Empowered Funds's portfolio in Q1 2026, its #76 holding.
  • Empowered Funds first reported a position in McDonald's in Q1 2023 and has held it in 12 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.