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SYM Financial Corp’s McDonald's MCD Stock Holding History

SYM Financial Corp’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 		$593K Buy
2,192
+27
+1% +$7.74K 0.05% 121
2026
Q1 		$673K Buy
2,165
+205
+10% +$65.3K 0.07% 92
2025
Q4 		$599K Sell
1,960
-43
-2% -$13.2K 0.06% 105
2025
Q3 		$609K Buy
2,003
+77
+4% +$23.4K 0.07% 93
2025
Q2 		$563K Sell
1,926
-274
-12% -$84.5K 0.06% 109
2025
Q1 		$687K Buy
2,200
+17
+0.8% +$5.08K 0.08% 72
2024
Q4 		$633K Buy
2,183
+113
+5% +$33.7K 0.08% 74
2024
Q3 		$630K Buy
2,070
+28
+1% +$7.72K 0.08% 59
2024
Q2 		$520K Sell
2,042
-14
-0.7% -$3.71K 0.08% 53
2024
Q1 		$580K Sell
2,056
-250
-11% -$72.7K 0.1% 44
2023
Q4 		$684K Buy
2,306
+85
+4% +$23.1K 0.11% 41
2023
Q3 		$585K Buy
2,221
+1,545
+229% +$441K 0.1% 39
2023
Q2 		$202K Buy
+676
New +$196K 0.04% 63
2018
Q1 		– Sell
-1,912
Closed -$329K – 70
2017
Q4 		$329K Buy
+1,912
New +$321K 0.15% 26

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

SYM Financial Corp's MCD Position: Q2 2026 in Review

SYM Financial Corp increased its McDonald's (MCD) stake by 1.2% in Q2 2026, buying an estimated $7.74K and bringing the position to 2,192 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #121.

SYM Financial Corp first reported a position in MCD in Q4 2017 and has held it in 14 quarters since. The position peaked at $687K in Q1 2025. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SYM Financial Corp held 2,192 shares of McDonald's worth $593K as of Q2 2026.
  • SYM Financial Corp bought 27 McDonald's shares in Q2 2026, an estimated $7.74K.
  • McDonald's made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #121 holding.
  • SYM Financial Corp first reported a position in McDonald's in Q4 2017 and has held it in 14 quarters since.
  • SYM Financial Corp's McDonald's position peaked at $687K in Q1 2025.
  • 3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.