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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
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 		$1.29M 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

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

Symmetry Partners's MCD Position: Q2 2026 in Review

Symmetry Partners reduced its McDonald's (MCD) stake by 4% in Q2 2026, selling an estimated $20.9K and leaving 1,771 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #130.

Symmetry Partners first reported a position in MCD in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.82M in Q1 2019. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Symmetry Partners held 1,771 shares of McDonald's worth $479K as of Q2 2026.
  • Symmetry Partners sold 73 McDonald's shares in Q2 2026, an estimated $20.9K.
  • McDonald's made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #130 holding.
  • Symmetry Partners first reported a position in McDonald's in Q1 2019 and has held it in 28 quarters since.
  • Symmetry Partners's McDonald's position peaked at $1.82M in Q1 2019.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.