SMFG
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Sumitomo Mitsui Financial Group’s McDonald's MCD Stock Holding History

Sumitomo Mitsui 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
2026
Q1 		$4.66K Hold
15
– – ﹤0.01% 187
2025
Q4 		$4.63K Hold
15
– – ﹤0.01% 176
2025
Q3 		$4.54K Sell
15
-8
-35% -$2.44K ﹤0.01% 167
2025
Q2 		$6.71K Buy
+23
New +$7.09K ﹤0.01% 224
2023
Q4 		– Hold
0
– – – 176
2023
Q3 		– Hold
0
– – – 179
2023
Q2 		– Hold
0
– – – 182
2023
Q1 		– Hold
0
– – – 173
2022
Q4 		– Hold
0
– – – 187
2021
Q3 		– Sell
-52
Closed -$12K – 194
2021
Q2 		$12K Buy
+52
New +$12.1K ﹤0.01% 156
2018
Q2 		– Sell
-40
Closed -$6K – 130
2018
Q1 		$6K Buy
+40
New +$6.58K ﹤0.01% 120

Other funds holding MCD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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