SFC
MCD icon

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
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 $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

SYM Financial Corp's MCD Position: Q1 2026 in Review

SYM Financial Corp increased its McDonald's (MCD) stake by 10% in Q1 2026, buying an estimated $65.3K and bringing the position to 2,165 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #92.

SYM Financial Corp first reported a position in MCD in Q4 2017 and has held it in 13 quarters since. The position peaked at $687K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • SYM Financial Corp held 2,165 shares of McDonald's worth $673K as of Q1 2026.
  • SYM Financial Corp bought 205 McDonald's shares in Q1 2026, an estimated $65.3K.
  • McDonald's made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #92 holding.
  • SYM Financial Corp first reported a position in McDonald's in Q4 2017 and has held it in 13 quarters since.
  • SYM Financial Corp's McDonald's position peaked at $687K in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.