SPWG
MCD icon

Syntegra Private Wealth Group’s McDonald's MCD Stock Holding History

Syntegra Private Wealth Group’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 		$643K Sell
2,378
-30
-1% -$8.6K 0.05% 98
2026
Q1 		$748K Sell
2,408
-90
-4% -$28.7K 0.07% 75
2025
Q4 		$763K Sell
2,498
-1
-0% -$306 0.07% 74
2025
Q3 		$759K Buy
2,499
+120
+5% +$36.5K 0.07% 73
2025
Q2 		$695K Sell
2,379
-29
-1% -$8.94K 0.07% 72
2025
Q1 		$752K Buy
2,408
+55
+2% +$16.5K 0.09% 62
2024
Q4 		$682K Buy
2,353
+971
+70% +$290K 0.08% 60
2024
Q3 		$421K Sell
1,382
-55
-4% -$15.2K 0.05% 97
2024
Q2 		$366K Buy
1,437
+83
+6% +$22K 0.05% 99
2024
Q1 		$382K Sell
1,354
-76
-5% -$22.1K 0.05% 94
2023
Q4 		$424K Buy
1,430
+32
+2% +$8.71K 0.06% 74
2023
Q3 		$368K Buy
1,398
+116
+9% +$33.1K 0.06% 83
2023
Q2 		$383K Buy
1,282
+484
+61% +$141K 0.06% 87
2023
Q1 		$223K Buy
798
+8
+1% +$2.14K 0.04% 114
2022
Q4 		$208K Buy
+790
New +$208K 0.04% 104

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Syntegra Private Wealth Group's MCD Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its McDonald's (MCD) stake by 1.2% in Q2 2026, selling an estimated $8.6K and leaving 2,378 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #98.

Syntegra Private Wealth Group first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $763K in Q4 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Syntegra Private Wealth Group held 2,378 shares of McDonald's worth $643K as of Q2 2026.
  • Syntegra Private Wealth Group sold 30 McDonald's shares in Q2 2026, an estimated $8.6K.
  • McDonald's made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #98 holding.
  • Syntegra Private Wealth Group first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's McDonald's position peaked at $763K in Q4 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.