Sonata Capital Group’s McDonald's MCD Stock Holding History

Sonata Capital 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	$312K	Hold	1,153	–	–	0.1%	103
2026 Q1	$358K	Hold	1,153	–	–	0.13%	89
2025 Q4	$352K	Hold	1,153	–	–	0.13%	91
2025 Q3	$350K	Sell	1,153 -100	-8%	-$30.4K	0.13%	90
2025 Q2	$366K	Sell	1,253 -500	-29%	-$154K	0.15%	82
2025 Q1	$548K	Hold	1,753	–	–	0.24%	67
2024 Q4	$508K	Sell	1,753 -134	-7%	-$40K	0.21%	72
2024 Q3	$575K	Hold	1,887	–	–	0.24%	65
2024 Q2	$481K	Hold	1,887	–	–	0.25%	53
2024 Q1	$532K	Hold	1,887	–	–	0.24%	68
2023 Q4	$560K	Hold	1,887	–	–	0.28%	63
2023 Q3	$497K	Hold	1,887	–	–	0.27%	67
2023 Q2	$563K	Hold	1,887	–	–	0.29%	62
2023 Q1	$528K	Hold	1,887	–	–	0.29%	66
2022 Q4	$497K	Sell	1,887 -187	-9%	-$49.3K	0.28%	66
2022 Q3	$479K	Hold	2,074	–	–	0.26%	65
2022 Q2	$512K	Hold	2,074	–	–	0.27%	67
2022 Q1	$513K	Hold	2,074	–	–	0.23%	74
2021 Q4	$556K	Hold	2,074	–	–	0.23%	71
2021 Q3	$500K	Hold	2,074	–	–	0.22%	75
2021 Q2	$479K	Hold	2,074	–	–	0.22%	75
2021 Q1	$465K	Sell	2,074 -100	-5%	-$21.4K	0.22%	75
2020 Q4	$466K	Hold	2,174	–	–	0.23%	75
2020 Q3	$477K	Sell	2,174 -34	-2%	-$6.98K	0.28%	72
2020 Q2	$407K	Hold	2,208	–	–	0.26%	76
2020 Q1	$365K	Sell	2,208 -157	-7%	-$30.9K	0.27%	75
2019 Q4	$467K	Hold	2,365	–	–	0.28%	70
2019 Q3	$508K	Buy	2,365 +100	+4%	+$21.4K	0.34%	69
2019 Q2	$470K	Sell	2,265 -300	-12%	-$59.4K	0.33%	69
2019 Q1	$487K	Hold	2,565	–	–	0.36%	60
2018 Q4	$455K	Hold	2,565	–	–	0.37%	61
2018 Q3	$429K	Buy	2,565 +63	+3%	+$10.1K	0.29%	69
2018 Q2	$392K	Hold	2,502	–	–	0.28%	73
2018 Q1	$391K	Hold	2,502	–	–	0.29%	77
2017 Q4	$431K	Hold	2,502	–	–	0.31%	74
2017 Q3	$392K	Hold	2,502	–	–	0.29%	78
2017 Q2	$383K	Hold	2,502	–	–	0.29%	76
2017 Q1	$324K	Hold	2,502	–	–	0.24%	83
2016 Q4	$305K	Hold	2,502	–	–	0.24%	83
2016 Q3	$289K	Sell	2,502 -550	-18%	-$65.2K	0.24%	83
2016 Q2	$367K	Hold	3,052	–	–	0.31%	73
2016 Q1	$384K	Sell	3,052 -164	-5%	-$19.6K	0.33%	70
2015 Q4	$380K	Hold	3,216	–	–	0.33%	73
2015 Q3	$317K	Hold	3,216	–	–	0.29%	75
2015 Q2	$306K	Hold	3,216	–	–	0.26%	80
2015 Q1	$313K	Buy	3,216 +200	+7%	+$19K	0.27%	76
2014 Q4	$283K	Buy	+3,016	New	+$282K	0.26%	78

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sonata Capital Group's MCD Position: Q2 2026 in Review

Sonata Capital Group held its McDonald's (MCD) position steady in Q2 2026 at 1,153 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #103.

Sonata Capital Group first reported a position in MCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $575K in Q3 2024. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sonata Capital Group held 1,153 shares of McDonald's worth $312K as of Q2 2026.
Sonata Capital Group left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.1% of Sonata Capital Group's portfolio in Q2 2026, its #103 holding.
Sonata Capital Group first reported a position in McDonald's in Q4 2014 and has held it in 47 quarters since.
Sonata Capital Group's McDonald's position peaked at $575K in Q3 2024.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.