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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
Q2 		$4.05K Hold
15
– – ﹤0.01% 211
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
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 $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

Sumitomo Mitsui Financial Group's MCD Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group held its McDonald's (MCD) position steady in Q2 2026 at 15 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Sumitomo Mitsui Financial Group first reported a position in MCD in Q1 2018 and has held it in 7 quarters since. The position peaked at $12K in Q2 2021. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 15 shares of McDonald's worth $4.05K as of Q2 2026.
  • Sumitomo Mitsui Financial Group left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #211 holding.
  • Sumitomo Mitsui Financial Group first reported a position in McDonald's in Q1 2018 and has held it in 7 quarters since.
  • Sumitomo Mitsui Financial Group's McDonald's position peaked at $12K in Q2 2021.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.