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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sunburst Financial Group's MCD Position: Q2 2026 in Review

Sunburst Financial Group opened a new position in McDonald's (MCD) in Q2 2026: 936 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: Sunburst Financial Group previously reported a position in MCD as recently as Q3 2024.

Sunburst Financial Group first reported a position in MCD in Q4 2019 and has held it in 19 quarters since. The position peaked at $438K in Q3 2024. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sunburst Financial Group held 936 shares of McDonald's worth $253K as of Q2 2026.
McDonald's was a new Sunburst Financial Group position in Q2 2026.
McDonald's made up 0.04% of Sunburst Financial Group's portfolio in Q2 2026, its #121 holding.
Sunburst Financial Group first reported a position in McDonald's in Q4 2019 and has held it in 19 quarters since.
Sunburst Financial Group's McDonald's position peaked at $438K in Q3 2024.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.