Financial Symmetry’s McDonald's MCD Stock Holding History

Financial Symmetry’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	$261K	Hold	966	–	–	0.09%	55
2026 Q1	$283K	Sell	966 -61	-6%	-$19.4K	0.1%	48
2025 Q4	$314K	Sell	1,027 -19	-2%	-$5.82K	0.13%	46
2025 Q3	$318K	Buy	1,046 +10	+1%	+$3.04K	0.14%	41
2025 Q2	$303K	Hold	1,036	–	–	0.16%	36
2025 Q1	$324K	Hold	1,036	–	–	0.2%	33
2024 Q4	$300K	Hold	1,036	–	–	0.2%	33
2024 Q3	$315K	Hold	1,036	–	–	0.22%	34
2024 Q2	$264K	Buy	1,036 +216	+26%	+$57.3K	0.21%	34
2024 Q1	$231K	Sell	820 -70	-8%	-$20.4K	0.2%	32
2023 Q4	$264K	Buy	+890	New	+$242K	0.26%	28

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Financial Symmetry's MCD Position: Q2 2026 in Review

Financial Symmetry held its McDonald's (MCD) position steady in Q2 2026 at 966 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #55.

Financial Symmetry first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Financial Symmetry held 966 shares of McDonald's worth $261K as of Q2 2026.
Financial Symmetry left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.09% of Financial Symmetry's portfolio in Q2 2026, its #55 holding.
Financial Symmetry first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Financial Symmetry's McDonald's position peaked at $324K in Q1 2025.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.