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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
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 $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

Symmetry Partners's MCD Position: Q1 2026 in Review

Symmetry Partners increased its McDonald's (MCD) stake by 4.6% in Q1 2026, buying an estimated $25.8K and bringing the position to 1,844 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #96.

Symmetry Partners first reported a position in MCD in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q1 2019. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Symmetry Partners held 1,844 shares of McDonald's worth $573K as of Q1 2026.
  • Symmetry Partners bought 81 McDonald's shares in Q1 2026, an estimated $25.8K.
  • McDonald's made up 0.03% of Symmetry Partners's portfolio in Q1 2026, its #96 holding.
  • Symmetry Partners first reported a position in McDonald's in Q1 2019 and has held it in 27 quarters since.
  • Symmetry Partners's McDonald's position peaked at $1.82M in Q1 2019.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.