Syverson Strege & Co’s McDonald's MCD Stock Holding History

Syverson Strege & Co’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	$284K	Sell	1,050 -78	-7%	-$22.4K	0.06%	136
2026 Q1	$351K	Sell	1,128 -3	-0.3%	-$956	0.08%	105
2025 Q4	$346K	Sell	1,131 -111	-9%	-$34K	0.08%	106
2025 Q3	$377K	Sell	1,242 -33	-3%	-$10K	0.09%	90
2025 Q2	$373K	Buy	+1,275	New	+$393K	0.09%	94
2023 Q2	–	Sell	-457	Closed	-$128K	–	392
2023 Q1	$128K	Buy	457 +6	+1%	+$1.61K	0.05%	78
2022 Q4	$119K	Hold	451	–	–	0.05%	84
2022 Q3	$104K	Sell	451 -66	-13%	-$16.9K	0.05%	89
2022 Q2	$128K	Buy	517 +32	+7%	+$7.88K	0.05%	83
2022 Q1	$120K	Buy	485 +34	+8%	+$8.47K	0.13%	85
2021 Q4	$121K	Sell	451 -68	-13%	-$17.2K	0.09%	89
2021 Q3	$125K	Sell	519 -6	-1%	-$1.43K	0.1%	88
2021 Q2	$121K	Sell	525 -111	-17%	-$25.8K	0.11%	85
2021 Q1	$143K	Buy	636 +3	+0.5%	+$642	0.15%	71
2020 Q4	$136K	Buy	+633	New	+$138K	0.13%	71

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Syverson Strege & Co's MCD Position: Q2 2026 in Review

Syverson Strege & Co reduced its McDonald's (MCD) stake by 6.9% in Q2 2026, selling an estimated $22.4K and leaving 1,050 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #136.

Syverson Strege & Co first reported a position in MCD in Q4 2020 and has held it in 15 quarters since. The position peaked at $377K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Syverson Strege & Co held 1,050 shares of McDonald's worth $284K as of Q2 2026.
Syverson Strege & Co sold 78 McDonald's shares in Q2 2026, an estimated $22.4K.
McDonald's made up 0.06% of Syverson Strege & Co's portfolio in Q2 2026, its #136 holding.
Syverson Strege & Co first reported a position in McDonald's in Q4 2020 and has held it in 15 quarters since.
Syverson Strege & Co's McDonald's position peaked at $377K in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.