SFG
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Sunburst Financial Group’s McDonald's MCD Stock Holding History

Sunburst 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 		$253K Buy
+936
New +$268K 0.04% 121
2024
Q4 		– Sell
-1,440
Closed -$438K – 112
2024
Q3 		$438K Buy
1,440
+20
+1% +$5.51K 0.11% 77
2024
Q2 		$362K Hold
1,420
– – 0.1% 83
2024
Q1 		$398K Hold
1,420
– – 0.11% 78
2023
Q4 		$421K Buy
1,420
+252
+22% +$68.6K 0.13% 71
2023
Q3 		$308K Sell
1,168
-189
-14% -$53.9K 0.11% 73
2023
Q2 		$405K Buy
1,357
+104
+8% +$30.2K 0.14% 67
2023
Q1 		$350K Hold
1,253
– – 0.13% 71
2022
Q4 		$330K Hold
1,253
– – 0.13% 73
2022
Q3 		$289K Buy
1,253
+60
+5% +$15.3K 0.14% 70
2022
Q2 		$295K Hold
1,193
– – 0.14% 72
2022
Q1 		$295K Sell
1,193
-11
-0.9% -$2.74K 0.15% 61
2021
Q4 		$323K Buy
1,204
+11
+0.9% +$2.78K 0.16% 57
2021
Q3 		$288K Hold
1,193
– – 0.18% 52
2021
Q2 		$276K Sell
1,193
-27
-2% -$6.28K 0.18% 52
2021
Q1 		$273K Buy
1,220
+160
+15% +$34.2K 0.19% 51
2020
Q4 		$227K Hold
1,060
– – 0.17% 54
2020
Q3 		$233K Buy
+1,060
New +$218K 0.2% 53
2020
Q1 		– Sell
-1,266
Closed -$250K – 62
2019
Q4 		$250K Buy
+1,266
New +$251K 0.22% 54

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return