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Symphony Financial’s McDonald's MCD Stock Holding History

Symphony Financial’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 		$2.14M Sell
7,995
-100
-1% -$28.7K 0.23% 90
2026
Q1 		$2.5M Buy
8,095
+92
+1% +$29.3K 0.33% 65
2025
Q4 		$2.46M Sell
8,003
-3,002
-27% -$919K 0.33% 68
2025
Q3 		$3.31M Sell
11,005
-2,522
-19% -$768K 0.4% 59
2025
Q2 		$3.1M Buy
13,527
+10,109
+296% +$3.12M 0.41% 59
2025
Q1 		$1.04M Sell
3,418
-5,589
-62% -$1.67M 0.62% 37
2024
Q4 		$2.54M Buy
9,007
+601
+7% +$179K 0.4% 55
2024
Q3 		$2.55M Buy
8,406
+815
+11% +$225K 0.42% 59
2024
Q2 		$1.94M Buy
7,591
+2,441
+47% +$648K 0.35% 64
2024
Q1 		$1.45M Sell
5,150
-903
-15% -$263K 0.34% 70
2023
Q4 		$1.76M Buy
6,053
+1,494
+33% +$407K 0.38% 64
2023
Q3 		$1.17M Buy
4,559
+282
+7% +$80.4K 0.29% 63
2023
Q2 		$1.26M Sell
4,277
-341
-7% -$99.1K 0.31% 70
2023
Q1 		$1.28M Sell
4,618
-350
-7% -$93.8K 0.33% 61
2022
Q4 		$1.32M Buy
4,968
+2,311
+87% +$610K 0.35% 60
2022
Q3 		$624K Buy
2,657
+524
+25% +$134K 0.2% 107
2022
Q2 		$528K Sell
2,133
-773
-27% -$190K 0.16% 124
2022
Q1 		$734K Buy
2,906
+1,019
+54% +$254K 0.17% 102
2021
Q4 		$507K Buy
1,887
+484
+34% +$122K 0.14% 114
2021
Q3 		$343K Sell
1,403
-315
-18% -$75.2K 0.12% 123
2021
Q2 		$397K Sell
1,718
-350
-17% -$81.4K 0.14% 116
2021
Q1 		$480K Buy
2,068
+926
+81% +$198K 0.13% 116
2020
Q4 		$240K Buy
+1,142
New +$248K 0.09% 142
2020
Q3 		– Sell
-1,257
Closed -$232K – 153
2020
Q2 		$232K Buy
+1,257
New +$230K 0.11% 123

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 $3.38T AUM 44.17% 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

Symphony Financial's MCD Position: Q2 2026 in Review

Symphony Financial reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $28.7K and leaving 7,995 shares worth $2.14M. The position accounts for 0.23% of the portfolio, ranked #90.

Symphony Financial first reported a position in MCD in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.31M in Q3 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Symphony Financial held 7,995 shares of McDonald's worth $2.14M as of Q2 2026.
  • Symphony Financial sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.23% of Symphony Financial's portfolio in Q2 2026, its #90 holding.
  • Symphony Financial first reported a position in McDonald's in Q2 2020 and has held it in 24 quarters since.
  • Symphony Financial's McDonald's position peaked at $3.31M in Q3 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.