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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
Q2 		$555K Buy
2,055
+241
+13% +$69.1K 0.16% 137
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sunpointe's MCD Position: Q2 2026 in Review

Sunpointe increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $69.1K and bringing the position to 2,055 shares worth $555K. The position accounts for 0.16% of the portfolio, ranked #137.

Sunpointe first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $720K in Q4 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sunpointe held 2,055 shares of McDonald's worth $555K as of Q2 2026.
  • Sunpointe bought 241 McDonald's shares in Q2 2026, an estimated $69.1K.
  • McDonald's made up 0.16% of Sunpointe's portfolio in Q2 2026, its #137 holding.
  • Sunpointe first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's McDonald's position peaked at $720K in Q4 2023.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.