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MCD icon

Sunpointe’s McDonald's MCD Stock Holding History

Sunpointe’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
Q1 		$564K Sell
1,814
-63
-3% -$20.1K 0.18% 122
2025
Q4 		$574K Sell
1,877
-21
-1% -$6.43K 0.19% 115
2025
Q3 		$577K Buy
1,898
+48
+3% +$14.6K 0.21% 107
2025
Q2 		$541K Buy
1,850
+635
+52% +$196K 0.21% 102
2025
Q1 		$379K Sell
1,215
-894
-42% -$267K 0.2% 98
2024
Q4 		$611K Sell
2,109
-56
-3% -$16.7K 0.31% 70
2024
Q3 		$659K Sell
2,165
-270
-11% -$74.4K 0.54% 48
2024
Q2 		$621K Buy
2,435
+30
+1% +$7.96K 0.4% 51
2024
Q1 		$678K Sell
2,405
-23
-0.9% -$6.69K 0.75% 32
2023
Q4 		$720K Buy
+2,428
New +$661K 0.91% 25

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Sunpointe's MCD Position: Q1 2026 in Review

Sunpointe reduced its McDonald's (MCD) stake by 3.4% in Q1 2026, selling an estimated $20.1K and leaving 1,814 shares worth $564K. The position accounts for 0.18% of the portfolio, ranked #122.

Sunpointe first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $720K in Q4 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sunpointe held 1,814 shares of McDonald's worth $564K as of Q1 2026.
  • Sunpointe sold 63 McDonald's shares in Q1 2026, an estimated $20.1K.
  • McDonald's made up 0.18% of Sunpointe's portfolio in Q1 2026, its #122 holding.
  • Sunpointe first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's McDonald's position peaked at $720K in Q4 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.