SIMG
MCD icon

Sonora Investment Management Group’s McDonald's MCD Stock Holding History

Sonora Investment Management 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
2025
Q3 		$14.8M Sell
48,737
-984
-2% -$299K 1.05% 31
2025
Q2 		$14.5M Buy
49,721
+936
+2% +$289K 1.08% 29
2025
Q1 		$15.2M Buy
48,785
+2,924
+6% +$875K 1.21% 28
2024
Q4 		$13.3M Buy
45,861
+1,011
+2% +$301K 1.02% 34
2024
Q3 		$13.7M Buy
44,850
+2,169
+5% +$598K 1.01% 34
2024
Q2 		$12M Hold
42,681
– – 0.94% 37
2024
Q1 		$12M Buy
42,681
+1,645
+4% +$478K 0.94% 37
2023
Q4 		$12.2M Buy
41,036
+994
+2% +$271K 0.99% 39
2023
Q3 		$10.5M Buy
40,042
+176
+0.4% +$50.2K 0.9% 41
2023
Q2 		$11.9M Buy
39,866
+1,185
+3% +$344K 1% 36
2023
Q1 		$10.8M Buy
38,681
+871
+2% +$233K 0.94% 35
2022
Q4 		$9.96M Buy
37,810
+1,628
+4% +$429K 0.91% 36
2022
Q3 		$8.93M Hold
36,182
– – 1.15% 29
2022
Q2 		$8.93M Buy
36,182
+1,972
+6% +$486K 0.85% 41
2022
Q1 		$8.46M Buy
34,210
+1,546
+5% +$385K 0.96% 37
2021
Q4 		$8.76M Buy
+32,664
New +$8.25M 1.02% 36

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sonora Investment Management Group's MCD Position: Q3 2025 in Review

Sonora Investment Management Group reduced its McDonald's (MCD) stake by 2% in Q3 2025, selling an estimated $299K and leaving 48,737 shares worth $14.8M. The position accounts for 1.05% of the portfolio, ranked #31.

Sonora Investment Management Group first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. The position peaked at $15.2M in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Sonora Investment Management Group held 48,737 shares of McDonald's worth $14.8M as of Q3 2025.
  • Sonora Investment Management Group sold 984 McDonald's shares in Q3 2025, an estimated $299K.
  • McDonald's made up 1.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #31 holding.
  • Sonora Investment Management Group first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's McDonald's position peaked at $15.2M in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.