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Sun Group Wealth Partners’s McDonald's MCD Stock Holding History

Sun Group Wealth Partners’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 		$403K Sell
1,490
-272
-15% -$78K 0.27% 56
2026
Q1 		$548K Buy
1,762
+309
+21% +$98.4K 0.43% 40
2025
Q4 		$444K Buy
+1,453
New +$445K 0.36% 41

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

Sun Group Wealth Partners's MCD Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $78K and leaving 1,490 shares worth $403K. The position accounts for 0.27% of the portfolio, ranked #56.

Sun Group Wealth Partners first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $548K in Q1 2026. 3,455 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sun Group Wealth Partners held 1,490 shares of McDonald's worth $403K as of Q2 2026.
  • Sun Group Wealth Partners sold 272 McDonald's shares in Q2 2026, an estimated $78K.
  • McDonald's made up 0.27% of Sun Group Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Sun Group Wealth Partners first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's McDonald's position peaked at $548K in Q1 2026.
  • 3,455 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.