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Shum Financial Group’s McDonald's MCD Stock Holding History

Shum Financial Group’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 		$229K Sell
849
-221
-21% -$63.4K 0.14% 102
2026
Q1 		$332K Sell
1,070
-17
-2% -$5.42K 0.24% 82
2025
Q4 		$332K Buy
1,087
+12
+1% +$3.67K 0.24% 77
2025
Q3 		$327K Buy
+1,075
New +$327K 0.24% 78
2025
Q1 		$373K Sell
1,194
-32
-3% -$9.57K 0.32% 71
2024
Q4 		$355K Buy
1,226
+12
+1% +$3.58K 0.31% 72
2024
Q3 		$361K Buy
+1,214
New +$335K 0.3% 73

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shum Financial Group's MCD Position: Q2 2026 in Review

Shum Financial Group reduced its McDonald's (MCD) stake by 21% in Q2 2026, selling an estimated $63.4K and leaving 849 shares worth $229K. The position accounts for 0.14% of the portfolio, ranked #102.

Shum Financial Group first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2025. 2,142 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Shum Financial Group held 849 shares of McDonald's worth $229K as of Q2 2026.
  • Shum Financial Group sold 221 McDonald's shares in Q2 2026, an estimated $63.4K.
  • McDonald's made up 0.14% of Shum Financial Group's portfolio in Q2 2026, its #102 holding.
  • Shum Financial Group first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's McDonald's position peaked at $373K in Q1 2025.
  • 2,142 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.