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Sumitomo Life Insurance’s McDonald's MCD Stock Holding History

Sumitomo Life Insurance’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 		$2.82M Buy
9,077
+229
+3% +$73K 0.07% 106
2025
Q4 		$2.7M Buy
8,848
+76
+0.9% +$23.3K 0.07% 113
2025
Q3 		$2.67M Sell
8,772
-283
-3% -$86.1K 0.08% 101
2025
Q2 		$2.65M Sell
9,055
-564
-6% -$174K 0.18% 98
2025
Q1 		$3M Sell
9,619
-147
-2% -$44K 0.11% 85
2024
Q4 		$2.83M Sell
9,766
-1,277
-12% -$381K 0.05% 96
2024
Q3 		$3.36M Sell
11,043
-4,353
-28% -$1.2M 0.07% 77
2024
Q2 		$3.92M Sell
15,396
-877
-5% -$233K 0.09% 63
2024
Q1 		$4.59M Sell
16,273
-524
-3% -$152K 0.12% 58
2023
Q4 		$4.98M Sell
16,797
-742
-4% -$202K 0.15% 42
2023
Q3 		$4.62M Buy
17,539
+686
+4% +$196K 0.13% 37
2023
Q2 		$5.03M Buy
16,853
+2,658
+19% +$772K 0.22% 34
2023
Q1 		$3.97M Buy
14,195
+1,182
+9% +$317K 0.33% 36
2022
Q4 		$3.43M Sell
13,013
-120
-0.9% -$31.7K 0.25% 40
2022
Q3 		$3.03M Sell
13,133
-1,605
-11% -$410K 0.13% 46
2022
Q2 		$3.64M Buy
14,738
+292
+2% +$71.9K 0.1% 44
2022
Q1 		$3.57M Sell
14,446
-232
-2% -$57.8K 0.09% 50
2021
Q4 		$3.94M Sell
14,678
-1,402
-9% -$354K 0.09% 50
2021
Q3 		$3.88M Sell
16,080
-637
-4% -$152K 0.1% 40
2021
Q2 		$3.86M Sell
16,717
-2,833
-14% -$659K 0.12% 47
2021
Q1 		$4.38M Buy
19,550
+242
+1% +$51.8K 0.18% 41
2020
Q4 		$4.14M Sell
19,308
-1,416
-7% -$308K 0.18% 53
2020
Q3 		$4.55M Sell
20,724
-1,571
-7% -$323K 0.21% 48
2020
Q2 		$4.11M Sell
22,295
-4,178
-16% -$766K 0.22% 46
2020
Q1 		$4.38M Buy
26,473
+669
+3% +$132K 0.31% 40
2019
Q4 		$5.1M Buy
25,804
+1,975
+8% +$392K 0.58% 39
2019
Q3 		$5.12M Sell
23,829
-4,960
-17% -$1.06M 0.67% 32
2019
Q2 		$5.98M Buy
28,789
+1,162
+4% +$230K 0.71% 32
2019
Q1 		$5.25M Sell
27,627
-3,125
-10% -$567K 0.71% 34
2018
Q4 		$5.46M Buy
30,752
+731
+2% +$130K 0.76% 29
2018
Q3 		$5.02M Sell
30,021
-512
-2% -$82.1K 0.6% 41
2018
Q2 		$4.78M Buy
30,533
+1,232
+4% +$200K 0.59% 41
2018
Q1 		$4.58M Sell
29,301
-1,292
-4% -$213K 0.61% 39
2017
Q4 		$5.27M Sell
30,593
-1,485
-5% -$249K 0.66% 36
2017
Q3 		$5.03M Sell
32,078
-583
-2% -$91.4K 0.64% 39
2017
Q2 		$5M Buy
32,661
+1,374
+4% +$199K 0.65% 34
2017
Q1 		$4.05M Sell
31,287
-1,942
-6% -$244K 0.57% 43
2016
Q4 		$4.04M Buy
33,229
+4,823
+17% +$566K 0.58% 42
2016
Q3 		$3.28M Sell
28,406
-3,409
-11% -$404K 0.49% 49
2016
Q2 		$3.83M Sell
31,815
-1,119
-3% -$140K 0.52% 49
2016
Q1 		$4.14M Sell
32,934
-10,436
-24% -$1.25M 0.54% 51
2015
Q4 		$5.12M Sell
43,370
-1,022
-2% -$114K 0.65% 35
2015
Q3 		$4.37M Sell
44,392
-1,131
-2% -$110K 0.58% 42
2015
Q2 		$4.33M Sell
45,523
-5,631
-11% -$545K 0.53% 50
2015
Q1 		$4.98M Buy
51,154
+8,978
+21% +$852K 0.55% 44
2014
Q4 		$3.95M Sell
42,176
-11,349
-21% -$1.06M 0.39% 73
2014
Q3 		$5.08M Sell
53,525
-9,511
-15% -$907K 0.5% 48
2014
Q2 		$6.35M Sell
63,036
-6,267
-9% -$633K 0.61% 34
2014
Q1 		$6.79M Sell
69,303
-7,424
-10% -$710K 0.66% 34
2013
Q4 		$7.45M Sell
76,727
-5,014
-6% -$482K 0.67% 34
2013
Q3 		$7.86M Buy
81,741
+2,358
+3% +$230K 0.73% 32
2013
Q2 		$7.86M Buy
+79,383
New +$7.95M 0.75% 30

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 $147M AUM 25.76% 1-Year Est. Return

Sumitomo Life Insurance's MCD Position: Q1 2026 in Review

Sumitomo Life Insurance increased its McDonald's (MCD) stake by 2.6% in Q1 2026, buying an estimated $73K and bringing the position to 9,077 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #106.

Sumitomo Life Insurance first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.86M in Q3 2013. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sumitomo Life Insurance held 9,077 shares of McDonald's worth $2.82M as of Q1 2026.
  • Sumitomo Life Insurance bought 229 McDonald's shares in Q1 2026, an estimated $73K.
  • McDonald's made up 0.07% of Sumitomo Life Insurance's portfolio in Q1 2026, its #106 holding.
  • Sumitomo Life Insurance first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Life Insurance's McDonald's position peaked at $7.86M in Q3 2013.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.