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

SNS 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
Q1 		$901K Buy
2,897
+387
+15% +$123K 0.08% 90
2025
Q4 		$767K Buy
2,510
+108
+4% +$33.1K 0.07% 100
2025
Q3 		$730K Sell
2,402
-2
-0.1% -$609 0.06% 104
2025
Q2 		$702K Buy
2,404
+5
+0.2% +$1.54K 0.07% 103
2025
Q1 		$749K Sell
2,399
-20
-0.8% -$5.98K 0.08% 100
2024
Q4 		$701K Buy
2,419
+16
+0.7% +$4.77K 0.07% 99
2024
Q3 		$732K Buy
2,403
+8
+0.3% +$2.21K 0.07% 105
2024
Q2 		$610K Buy
2,395
+22
+0.9% +$5.84K 0.07% 104
2024
Q1 		$669K Sell
2,373
-33
-1% -$9.6K 0.07% 102
2023
Q4 		$713K Buy
2,406
+55
+2% +$15K 0.08% 96
2023
Q3 		$619K Sell
2,351
-11
-0.5% -$3.14K 0.08% 98
2023
Q2 		$705K Sell
2,362
-651
-22% -$189K 0.09% 92
2023
Q1 		$842K Sell
3,013
-21
-0.7% -$5.63K 0.11% 90
2022
Q4 		$799K Buy
3,034
+25
+0.8% +$6.59K 0.11% 92
2022
Q3 		$695K Buy
3,009
+22
+0.7% +$5.62K 0.1% 91
2022
Q2 		$737K Buy
2,987
+25
+0.8% +$6.16K 0.1% 93
2022
Q1 		$732K Buy
2,962
+11
+0.4% +$2.74K 0.08% 103
2021
Q4 		$791K Buy
2,951
+5
+0.2% +$1.26K 0.08% 109
2021
Q3 		$710K Buy
2,946
+90
+3% +$21.5K 0.09% 107
2021
Q2 		$660K Sell
2,856
-56
-2% -$13K 0.08% 110
2021
Q1 		$653K Buy
2,912
+5
+0.2% +$1.07K 0.09% 109
2020
Q4 		$624K Sell
2,907
-34
-1% -$7.39K 0.09% 111
2020
Q3 		$645K Sell
2,941
-56
-2% -$11.5K 0.1% 108
2020
Q2 		$553K Buy
2,997
+42
+1% +$7.7K 0.1% 111
2020
Q1 		$489K Sell
2,955
-993
-25% -$196K 0.09% 123
2019
Q4 		$780K Buy
3,948
+1,005
+34% +$199K 0.14% 101
2019
Q3 		$632K Buy
2,943
+250
+9% +$53.6K 0.12% 98
2019
Q2 		$559K Buy
2,693
+244
+10% +$48.3K 0.11% 111
2019
Q1 		$465K Sell
2,449
-262
-10% -$47.5K 0.1% 118
2018
Q4 		$481K Sell
2,711
-311
-10% -$55.2K 0.12% 108
2018
Q3 		$506K Buy
3,022
+42
+1% +$6.73K 0.12% 100
2018
Q2 		$467K Sell
2,980
-231
-7% -$37.5K 0.12% 97
2018
Q1 		$502K Buy
3,211
+49
+2% +$8.06K 0.14% 93
2017
Q4 		$544K Sell
3,162
-18
-0.6% -$3.02K 0.13% 102
2017
Q3 		$498K Sell
3,180
-307
-9% -$48.1K 0.13% 106
2017
Q2 		$534K Buy
3,487
+5
+0.1% +$723 0.14% 101
2017
Q1 		$451K Buy
+3,482
New +$437K 0.12% 112
2015
Q4 		– Sell
-2,064
Closed -$203K – 133
2015
Q3 		$203K Sell
2,064
-40,738
-95% -$3.97M 0.06% 116
2015
Q2 		$4.07M Buy
42,802
+3,151
+8% +$305K 1.23% 21
2015
Q1 		$3.86M Buy
39,651
+5,328
+16% +$505K 1.41% 19
2014
Q4 		$3.22M Buy
34,323
+4,867
+17% +$456K 1.27% 20
2014
Q3 		$2.79M Buy
29,456
+6,675
+29% +$637K 0.91% 20
2014
Q2 		$2.29M Buy
22,781
+4,418
+24% +$446K 0.92% 17
2014
Q1 		$1.8M Sell
18,363
-4,090
-18% -$391K 0.8% 22
2013
Q4 		$2.18M Buy
22,453
+2,484
+12% +$239K 1.01% 19
2013
Q3 		$1.92M Buy
19,969
+1,551
+8% +$151K 1.22% 18
2013
Q2 		$1.82M Buy
+18,418
New +$1.84M 0.69% 17

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

SNS Financial Group's MCD Position: Q1 2026 in Review

SNS Financial Group increased its McDonald's (MCD) stake by 15% in Q1 2026, buying an estimated $123K and bringing the position to 2,897 shares worth $901K. The position accounts for 0.08% of the portfolio, ranked #90.

SNS Financial Group first reported a position in MCD in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.07M in Q2 2015. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • SNS Financial Group held 2,897 shares of McDonald's worth $901K as of Q1 2026.
  • SNS Financial Group bought 387 McDonald's shares in Q1 2026, an estimated $123K.
  • McDonald's made up 0.08% of SNS Financial Group's portfolio in Q1 2026, its #90 holding.
  • SNS Financial Group first reported a position in McDonald's in Q2 2013 and has held it in 47 quarters since.
  • SNS Financial Group's McDonald's position peaked at $4.07M in Q2 2015.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.