Pacific Sage Partners’s McDonald's MCD Stock Holding History

Pacific Sage Partners’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	$377K	Sell	1,396 -146	-9%	-$41.9K	0.05%	83
2026 Q1	$479K	Sell	1,542 -9	-0.6%	-$2.87K	0.08%	71
2025 Q4	$474K	Buy	1,551 +39	+3%	+$11.9K	0.08%	69
2025 Q3	$459K	Hold	1,512	–	–	0.08%	66
2025 Q2	$442K	Sell	1,512 -81	-5%	-$25K	0.09%	66
2025 Q1	$498K	Buy	1,593 +275	+21%	+$82.3K	0.11%	56
2024 Q4	$382K	Hold	1,318	–	–	0.09%	68
2024 Q3	$401K	Hold	1,318	–	–	0.1%	65
2024 Q2	$336K	Buy	1,318 +7	+0.5%	+$1.86K	0.08%	71
2024 Q1	$370K	Hold	1,311	–	–	0.1%	70
2023 Q4	$389K	Hold	1,311	–	–	0.11%	59
2023 Q3	$345K	Hold	1,311	–	–	0.1%	57
2023 Q2	$391K	Hold	1,311	–	–	0.12%	53
2023 Q1	$367K	Sell	1,311 -79	-6%	-$21.2K	0.12%	58
2022 Q4	$366K	Buy	+1,390	New	+$367K	0.12%	57

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

Pacific Sage Partners's MCD Position: Q2 2026 in Review

Pacific Sage Partners reduced its McDonald's (MCD) stake by 9.5% in Q2 2026, selling an estimated $41.9K and leaving 1,396 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #83.

Pacific Sage Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $498K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Pacific Sage Partners held 1,396 shares of McDonald's worth $377K as of Q2 2026.
Pacific Sage Partners sold 146 McDonald's shares in Q2 2026, an estimated $41.9K.
McDonald's made up 0.05% of Pacific Sage Partners's portfolio in Q2 2026, its #83 holding.
Pacific Sage Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Pacific Sage Partners's McDonald's position peaked at $498K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.