Symphony Financial Services’s McDonald's MCD Stock Holding History

Symphony Financial Services’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	$312K	Hold	1,156	–	–	0.14%	80
2026 Q1	$359K	Hold	1,156	–	–	0.18%	67
2025 Q4	$353K	Sell	1,156 -225	-16%	-$68.9K	0.18%	65
2025 Q3	$420K	Buy	1,381 +1	+0.1%	+$304	0.23%	56
2025 Q2	$403K	Buy	1,380 +2	+0.1%	+$617	0.24%	51
2025 Q1	$431K	Buy	1,378 +1	+0.1%	+$299	0.28%	47
2024 Q4	$399K	Buy	1,377 +1	+0.1%	+$298	0.32%	46
2024 Q3	$419K	Buy	1,376 +1	+0.1%	+$276	0.36%	46
2024 Q2	$341K	Buy	+1,375	New	+$365K	0.29%	55

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Symphony Financial Services's MCD Position: Q2 2026 in Review

Symphony Financial Services held its McDonald's (MCD) position steady in Q2 2026 at 1,156 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #80.

Symphony Financial Services first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $431K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Symphony Financial Services held 1,156 shares of McDonald's worth $312K as of Q2 2026.
Symphony Financial Services left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.14% of Symphony Financial Services's portfolio in Q2 2026, its #80 holding.
Symphony Financial Services first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's McDonald's position peaked at $431K in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.