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Cyndeo Wealth Partners’s McDonald's MCD Stock Holding History

Cyndeo Wealth Partners’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 		$9.22M Buy
34,120
+757
+2% +$217K 0.43% 77
2026
Q1 		$10.4M Buy
33,363
+4,915
+17% +$1.57M 0.55% 57
2025
Q4 		$8.69M Buy
28,448
+643
+2% +$197K 0.47% 58
2025
Q3 		$8.45M Buy
27,805
+491
+2% +$149K 0.47% 62
2025
Q2 		$7.98M Buy
27,314
+1,357
+5% +$418K 0.47% 64
2025
Q1 		$8.11M Sell
25,957
-420
-2% -$126K 0.53% 55
2024
Q4 		$7.65M Buy
26,377
+296
+1% +$88.3K 0.52% 60
2024
Q3 		$7.94M Buy
26,081
+1,200
+5% +$331K 0.55% 51
2024
Q2 		$6.34M Buy
24,881
+1,883
+8% +$500K 0.5% 57
2024
Q1 		$6.48M Sell
22,998
-272
-1% -$79.1K 0.54% 51
2023
Q4 		$6.9M Buy
23,270
+4,922
+27% +$1.34M 0.64% 39
2023
Q3 		$4.83M Buy
18,348
+1,063
+6% +$303K 0.5% 59
2023
Q2 		$5.16M Sell
17,285
-4,851
-22% -$1.41M 0.54% 55
2023
Q1 		$6.19M Buy
22,136
+1,941
+10% +$520K 0.67% 42
2022
Q4 		$5.32M Buy
+20,195
New +$5.33M 0.63% 49

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

Cyndeo Wealth Partners's MCD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its McDonald's (MCD) stake by 2.3% in Q2 2026, buying an estimated $217K and bringing the position to 34,120 shares worth $9.22M. The position accounts for 0.43% of the portfolio, ranked #77.

Cyndeo Wealth Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cyndeo Wealth Partners held 34,120 shares of McDonald's worth $9.22M as of Q2 2026.
  • Cyndeo Wealth Partners bought 757 McDonald's shares in Q2 2026, an estimated $217K.
  • McDonald's made up 0.43% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Cyndeo Wealth Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's McDonald's position peaked at $10.4M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.