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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
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 $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 $147M AUM 25.76% 1-Year Est. Return

Symphony Financial's MCD Position: Q1 2026 in Review

Symphony Financial increased its McDonald's (MCD) stake by 1.1% in Q1 2026, buying an estimated $29.3K and bringing the position to 8,095 shares worth $2.5M. The position accounts for 0.33% of the portfolio, ranked #65.

Symphony Financial first reported a position in MCD in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.31M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Symphony Financial held 8,095 shares of McDonald's worth $2.5M as of Q1 2026.
  • Symphony Financial bought 92 McDonald's shares in Q1 2026, an estimated $29.3K.
  • McDonald's made up 0.33% of Symphony Financial's portfolio in Q1 2026, its #65 holding.
  • Symphony Financial first reported a position in McDonald's in Q2 2020 and has held it in 23 quarters since.
  • Symphony Financial's McDonald's position peaked at $3.31M in Q3 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.