J. Safra Sarasin Holding’s McDonald's MCD Stock Holding History

J. Safra Sarasin Holding’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	$67.8M	Buy	222,165 +6,038	+3%	+$1.73M	0.97%	27
2026 Q1	$67.2M	Buy	216,127 +9,267	+4%	+$2.95M	1.15%	24
2025 Q4	$63.2M	Buy	206,860 +3,328	+2%	+$1.02M	1.03%	26
2025 Q3	$61.9M	Buy	203,532 +8,317	+4%	+$2.53M	1%	28
2025 Q2	$57M	Sell	195,215 -6,917	-3%	-$2.13M	0.98%	33
2025 Q1	$63.1M	Buy	202,132 +119	+0.1%	+$35.6K	1.14%	28
2024 Q4	$58.6M	Buy	202,013 +1,481	+0.7%	+$442K	0.99%	33
2024 Q3	$61.1M	Sell	200,532 -7,922	-4%	-$2.18M	1.06%	32
2024 Q2	$53.1M	Buy	+208,454	New	+$55.3M	0.97%	32

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

J. Safra Sarasin Holding's MCD Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $1.73M and bringing the position to 222,165 shares worth $67.8M. The position accounts for 0.97% of the portfolio, ranked #27.

J. Safra Sarasin Holding first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

J. Safra Sarasin Holding held 222,165 shares of McDonald's worth $67.8M as of Q2 2026.
J. Safra Sarasin Holding bought 6,038 McDonald's shares in Q2 2026, an estimated $1.73M.
McDonald's made up 0.97% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #27 holding.
J. Safra Sarasin Holding first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.