Symmetry Partners
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Symmetry Partners’s McDonald's MCD Stock Holding History

Symmetry Partners’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 		$397K Sell
1,718
-53
-3% -$14K 0.02% 162
2026
Q2 		$479K Sell
1,771
-73
-4% -$20.9K 0.02% 130
2026
Q1 		$573K Buy
1,844
+81
+5% +$25.8K 0.03% 96
2025
Q4 		$539K Sell
1,763
-8
-0.5% -$2.45K 0.03% 95
2025
Q3 		$538K Buy
1,771
+34
+2% +$10.3K 0.06% 87
2025
Q2 		$508K Buy
1,737
+15
+0.9% +$4.62K 0.06% 87
2025
Q1 		$538K Buy
1,722
+83
+5% +$24.8K 0.07% 82
2024
Q4 		$475K Buy
1,639
+46
+3% +$13.7K 0.07% 78
2024
Q3 		$485K Sell
1,593
-1,608
-50% -$443K 0.11% 60
2024
Q2 		$816K Sell
3,201
-319
-9% -$84.6K 0.04% 201
2024
Q1 		$992K Hold
3,520
– – 0.08% 177
2023
Q4 		$1.04M Sell
3,520
-1,986
-36% -$541K 0.06% 156
2023
Q3 		$1.45M Sell
5,506
-187
-3% -$53.3K 0.08% 128
2023
Q2 		$1.7M Hold
5,693
– – 0.09% 117
2023
Q1 		$1.59M Sell
5,693
-697
-11% -$187K 0.09% 122
2022
Q4 		$1.68M Buy
6,390
+1,533
+32% +$404K 0.1% 112
2022
Q3 		$1.12M Hold
4,857
– – 0.08% 153
2022
Q2 		$1.2M Hold
4,857
– – 0.08% 136
2022
Q1 		$1.2M Hold
4,857
– – 0.08% 165
2021
Q4 		$1.3M Sell
4,857
-526
-10% -$133K 0.08% 156
2021
Q3 		$1.32M Hold
5,383
– – 0.09% 159
2021
Q2 		$1.24M Hold
5,383
– – 0.08% 175
2021
Q1 		$1.21M Sell
5,383
-1,750
-25% -$374K 0.09% 163
2020
Q4 		$1.53M Buy
7,133
+1,234
+21% +$268K 0.12% 117
2020
Q3 		$1.3M Buy
+5,899
New +$1.21M 0.11% 117
2020
Q1 		– Sell
-4,933
Closed -$975K – 324
2019
Q4 		$975K Sell
4,933
-2,731
-36% -$542K 0.2% 59
2019
Q3 		$1.65M Hold
7,664
– – 0.34% 44
2019
Q2 		$1.59M Sell
7,664
-1,914
-20% -$379K 0.33% 50
2019
Q1 		$1.82M Buy
+9,578
New +$1.74M 0.31% 45

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

Symmetry Partners's MCD Position: Q3 2026 in Review

Symmetry Partners reduced its McDonald's (MCD) stake by 3% in Q3 2026, selling an estimated $14K and leaving 1,718 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #162.

Symmetry Partners first reported a position in MCD in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.82M in Q1 2019. 2,113 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Symmetry Partners held 1,718 shares of McDonald's worth $397K as of Q3 2026.
  • Symmetry Partners sold 53 McDonald's shares in Q3 2026, an estimated $14K.
  • McDonald's made up 0.02% of Symmetry Partners's portfolio in Q3 2026, its #162 holding.
  • Symmetry Partners first reported a position in McDonald's in Q1 2019 and has held it in 29 quarters since.
  • Symmetry Partners's McDonald's position peaked at $1.82M in Q1 2019.
  • 2,113 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.