Sunburst Financial Group
MCD icon

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
Q3 		– Sell
-936
Closed -$253K – 139
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sunburst Financial Group's MCD Position: Q3 2026 in Review

Sunburst Financial Group sold out of McDonald's (MCD) in Q3 2026, closing a stake of 936 shares — an estimated $253K sold.

Sunburst Financial Group first reported a position in MCD in Q4 2019 and held it in 19 quarters. The position peaked at $438K in Q3 2024. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Sunburst Financial Group reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
  • Sunburst Financial Group sold 936 McDonald's shares in Q3 2026, an estimated $253K.
  • Sunburst Financial Group first reported a position in McDonald's in Q4 2019 and held it in 19 quarters.
  • Sunburst Financial Group's McDonald's position peaked at $438K in Q3 2024.
  • 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.