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 Q3	$212K	Buy	918 +2	+0.2%	+$526	0.08%	153
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Capital Management's MCD Position: Q3 2026 in Review

Sage Capital Management increased its McDonald's (MCD) stake by 0.22% in Q3 2026, buying an estimated $526 and bringing the position to 918 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #153.

Sage Capital Management first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $311K in Q1 2025. 2,130 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Sage Capital Management held 918 shares of McDonald's worth $212K as of Q3 2026.
Sage Capital Management bought 2 McDonald's shares in Q3 2026, an estimated $526.
McDonald's made up 0.08% of Sage Capital Management's portfolio in Q3 2026, its #153 holding.
Sage Capital Management first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Sage Capital Management's McDonald's position peaked at $311K in Q1 2025.
2,130 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sage Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.