SYM Financial Corp
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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
Q3 		$520K Buy
2,252
+60
+3% +$15.8K 0.04% 159
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp's MCD Position: Q3 2026 in Review

SYM Financial Corp increased its McDonald's (MCD) stake by 2.7% in Q3 2026, buying an estimated $15.8K and bringing the position to 2,252 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #159.

SYM Financial Corp first reported a position in MCD in Q4 2017 and has held it in 15 quarters since. The position peaked at $687K in Q1 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • SYM Financial Corp held 2,252 shares of McDonald's worth $520K as of Q3 2026.
  • SYM Financial Corp bought 60 McDonald's shares in Q3 2026, an estimated $15.8K.
  • McDonald's made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #159 holding.
  • SYM Financial Corp first reported a position in McDonald's in Q4 2017 and has held it in 15 quarters since.
  • SYM Financial Corp's McDonald's position peaked at $687K in Q1 2025.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.