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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
2023
Q4 		– Sell
-581
Closed -$873 – 173
2023
Q3 		$873 Hold
581
– – ﹤0.01% 167
2023
Q2 		$16.1K Hold
581
– – ﹤0.01% 161
2023
Q1 		$12.4K Buy
581
+265
+84% +$71K ﹤0.01% 158
2022
Q4 		$1.56K Buy
+316
New +$83.4K ﹤0.01% 165

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 $137B AUM 18.02% 1-Year Est. Return

Sumitomo Mitsui Financial Group's MCD Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group held its McDonald's (MCD) position steady in Q1 2026 at 15 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Sumitomo Mitsui Financial Group first reported a position in MCD in Q1 2018 and has held it in 6 quarters since. The position peaked at $12K in Q2 2021. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 15 shares of McDonald's worth $4.66K as of Q1 2026.
  • Sumitomo Mitsui Financial Group left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #187 holding.
  • Sumitomo Mitsui Financial Group first reported a position in McDonald's in Q1 2018 and has held it in 6 quarters since.
  • Sumitomo Mitsui Financial Group's McDonald's position peaked at $12K in Q2 2021.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.