Sachetta’s McDonald's MCD Stock Holding History

Sachetta’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	$256K	Buy	946 +66	+8%	+$18.9K	0.12%	85
2026 Q1	$273K	Hold	880	–	–	0.15%	80
2025 Q4	$269K	Sell	880 -2,290	-72%	-$701K	0.15%	76
2025 Q3	$963K	Buy	3,170 +6	+0.2%	+$1.83K	0.36%	56
2025 Q2	$924K	Sell	3,164 -488	-13%	-$150K	0.37%	56
2025 Q1	$1.14M	Sell	3,652 -336	-8%	-$100K	0.47%	46
2024 Q4	$1.16M	Sell	3,988 -83	-2%	-$24.8K	0.46%	46
2024 Q3	$1.24M	Sell	4,071 -2	-0%	-$551	0.49%	43
2024 Q2	$1.09M	Sell	4,073 -203	-5%	-$53.9K	0.47%	44
2024 Q1	$1.27M	Hold	4,276	–	–	0.6%	29
2023 Q4	$1.27M	Buy	+4,276	New	+$1.16M	0.6%	29

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Sachetta's MCD Position: Q2 2026 in Review

Sachetta increased its McDonald's (MCD) stake by 7.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 946 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #85.

Sachetta first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2024. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sachetta held 946 shares of McDonald's worth $256K as of Q2 2026.
Sachetta bought 66 McDonald's shares in Q2 2026, an estimated $18.9K.
McDonald's made up 0.12% of Sachetta's portfolio in Q2 2026, its #85 holding.
Sachetta first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Sachetta's McDonald's position peaked at $1.27M in Q1 2024.
715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.