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Sunbeam Capital Management’s McDonald's MCD Stock Holding History

Sunbeam Capital Management’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 		$617K Buy
2,283
+1,045
+84% +$300K 0.28% 68
2026
Q1 		$385K Buy
1,238
+23
+2% +$7.33K 0.22% 75
2025
Q4 		$371K Buy
1,215
+16
+1% +$4.9K 0.22% 72
2025
Q3 		$365K Buy
1,199
+87
+8% +$26.5K 0.23% 68
2025
Q2 		$325K Buy
1,112
+35
+3% +$10.8K 0.25% 63
2025
Q1 		$336K Buy
1,077
+5
+0.5% +$1.5K 0.32% 55
2024
Q4 		$311K Buy
+1,072
New +$320K 0.29% 58

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbeam Capital Management's MCD Position: Q2 2026 in Review

Sunbeam Capital Management increased its McDonald's (MCD) stake by 84% in Q2 2026, buying an estimated $300K and bringing the position to 2,283 shares worth $617K. The position accounts for 0.28% of the portfolio, ranked #68.

Sunbeam Capital Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sunbeam Capital Management held 2,283 shares of McDonald's worth $617K as of Q2 2026.
  • Sunbeam Capital Management bought 1,045 McDonald's shares in Q2 2026, an estimated $300K.
  • McDonald's made up 0.28% of Sunbeam Capital Management's portfolio in Q2 2026, its #68 holding.
  • Sunbeam Capital Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • 1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.