Sage Capital Management’s McDonald's MCD Stock Holding History

Sage Capital Management’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	$248K	Buy	916 +2	+0.2%	+$573	0.1%	134
2026 Q1	$284K	Buy	914 +2	+0.2%	+$637	0.13%	127
2025 Q4	$279K	Sell	912 -88	-9%	-$27K	0.13%	123
2025 Q3	$304K	Buy	1,000 +2	+0.2%	+$609	0.14%	118
2025 Q2	$292K	Buy	998 +2	+0.2%	+$617	0.14%	115
2025 Q1	$311K	Buy	996 +2	+0.2%	+$598	0.17%	111
2024 Q4	$288K	Buy	994 +2	+0.2%	+$596	0.15%	119
2024 Q3	$302K	Buy	992 +1	+0.1%	+$276	0.15%	120
2024 Q2	$252K	Buy	991 +2	+0.2%	+$531	0.13%	120
2024 Q1	$279K	Sell	989 -15	-1%	-$4.36K	0.15%	115
2023 Q4	$298K	Buy	+1,004	New	+$273K	0.18%	109

Other funds holding MCD

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Sage Capital Management's MCD Position: Q2 2026 in Review

Sage Capital Management increased its McDonald's (MCD) stake by 0.22% in Q2 2026, buying an estimated $573 and bringing the position to 916 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #134.

Sage Capital Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $311K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sage Capital Management held 916 shares of McDonald's worth $248K as of Q2 2026.
Sage Capital Management bought 2 McDonald's shares in Q2 2026, an estimated $573.
McDonald's made up 0.1% of Sage Capital Management's portfolio in Q2 2026, its #134 holding.
Sage Capital Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's McDonald's position peaked at $311K in Q1 2025.
1,273 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.