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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
2020
Q4 		– Sell
-100
Closed -$22K – 220
2020
Q3 		$22K Sell
100
-100
-50% -$20.5K ﹤0.01% 201
2020
Q2 		$37K Hold
200
– – 0.01% 189
2020
Q1 		$33K Hold
200
– – 0.01% 188
2019
Q4 		$40K Buy
+200
New +$39.7K 0.01% 214

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.