Sunrise Financial Services’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$50.3K Sell
186
-21
-10% -$6.02K 0.03% 114
2026
Q1
$64.3K Buy
207
+21
+11% +$6.69K 0.05% 101
2025
Q4
$56.8K Buy
+186
New +$57K 0.04% 93

Other funds holding MCD

Sunrise Financial Services's MCD Position: Q2 2026 in Review

Sunrise Financial Services reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $6.02K and leaving 186 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #114.

Sunrise Financial Services first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.3K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sunrise Financial Services held 186 shares of McDonald's worth $50.3K as of Q2 2026.
  • Sunrise Financial Services sold 21 McDonald's shares in Q2 2026, an estimated $6.02K.
  • McDonald's made up 0.03% of Sunrise Financial Services's portfolio in Q2 2026, its #114 holding.
  • Sunrise Financial Services first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's McDonald's position peaked at $64.3K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.