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Sompo Asset Management’s McDonald's MCD Stock Holding History

Sompo Asset Management’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 		$243K Sell
900
-160
-15% -$45.9K 0.04% 176
2026
Q1 		$329K Sell
1,060
-200
-16% -$63.7K 0.06% 159
2025
Q4 		$385K Sell
1,260
-630
-33% -$193K 0.07% 153
2025
Q3 		$574K Sell
1,890
-430
-19% -$131K 0.1% 127
2025
Q2 		$678K Buy
2,320
+120
+5% +$37K 0.12% 116
2025
Q1 		$687K Buy
2,200
+110
+5% +$32.9K 0.13% 109
2024
Q4 		$606K Hold
2,090
– – 0.1% 112
2024
Q3 		$636K Buy
2,090
+200
+11% +$55.1K 0.1% 116
2024
Q2 		$482K Sell
1,890
-130
-6% -$34.5K 0.08% 142
2024
Q1 		$570K Buy
2,020
+140
+7% +$40.7K 0.09% 137
2023
Q4 		$557K Sell
1,880
-120
-6% -$32.7K 0.1% 135
2023
Q3 		$527K Buy
2,000
+470
+31% +$134K 0.12% 132
2023
Q2 		$457K Sell
1,530
-300
-16% -$87.2K 0.09% 123
2023
Q1 		$512K Sell
1,830
-2,090
-53% -$560K 0.11% 116
2022
Q4 		$1.03M Sell
3,920
-1,260
-24% -$332K 0.24% 84
2022
Q3 		$1.2M Sell
5,180
-2,870
-36% -$734K 0.3% 70
2022
Q2 		$1.99M Sell
8,050
-100
-1% -$24.6K 0.5% 56
2022
Q1 		$2.02M Sell
8,150
-530
-6% -$132K 0.44% 61
2021
Q4 		$2.33M Buy
8,680
+2,790
+47% +$704K 0.46% 60
2021
Q3 		$1.42M Sell
5,890
-1,220
-17% -$291K 0.33% 84
2021
Q2 		$1.64M Buy
7,110
+5,740
+419% +$1.34M 0.34% 84
2021
Q1 		$307K Buy
1,370
+240
+21% +$51.3K 0.07% 124
2020
Q4 		$242K Buy
+1,130
New +$246K 0.05% 128

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

Sompo Asset Management's MCD Position: Q2 2026 in Review

Sompo Asset Management reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $45.9K and leaving 900 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #176.

Sompo Asset Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.33M in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sompo Asset Management held 900 shares of McDonald's worth $243K as of Q2 2026.
  • Sompo Asset Management sold 160 McDonald's shares in Q2 2026, an estimated $45.9K.
  • McDonald's made up 0.04% of Sompo Asset Management's portfolio in Q2 2026, its #176 holding.
  • Sompo Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Sompo Asset Management's McDonald's position peaked at $2.33M in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.