Sage Investment Advisers’s McDonald's MCD Stock Holding History

Sage Investment Advisers’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	$677K	Buy	2,504 +1,602	+178%	+$459K	0.46%	49
2026 Q1	$277K	Buy	902 +2	+0.2%	+$637	0.21%	78
2025 Q4	$275K	Buy	+900	New	+$276K	0.21%	77
2024 Q3	$283K	Buy	929 +73	+9%	+$20.1K	0.3%	56
2024 Q2	$218K	Sell	856 -145	-14%	-$38.5K	0.25%	62
2024 Q1	$282K	Buy	1,001 +10	+1%	+$2.91K	0.32%	55
2023 Q4	$294K	Buy	991 +159	+19%	+$43.3K	0.36%	50
2023 Q3	$219K	Buy	832 +3	+0.4%	+$856	0.3%	53
2023 Q2	$247K	Buy	829 +3	+0.4%	+$872	0.33%	50
2023 Q1	$231K	Buy	826 +3	+0.4%	+$804	0.31%	53
2022 Q4	$217K	Buy	+823	New	+$217K	0.31%	57
2022 Q3	–	Sell	-817	Closed	-$202K	–	61
2022 Q2	$202K	Sell	817 -113	-12%	-$27.8K	0.32%	57
2022 Q1	$230K	Buy	930 +4	+0.4%	+$996	0.3%	62
2021 Q4	$248K	Buy	+926	New	+$234K	0.32%	62

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Investment Advisers's MCD Position: Q2 2026 in Review

Sage Investment Advisers increased its McDonald's (MCD) stake by 178% in Q2 2026, buying an estimated $459K and bringing the position to 2,504 shares worth $677K. The position accounts for 0.46% of the portfolio, ranked #49.

Sage Investment Advisers first reported a position in MCD in Q4 2021 and has held it in 14 quarters since. 1,635 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sage Investment Advisers held 2,504 shares of McDonald's worth $677K as of Q2 2026.
Sage Investment Advisers bought 1,602 McDonald's shares in Q2 2026, an estimated $459K.
McDonald's made up 0.46% of Sage Investment Advisers's portfolio in Q2 2026, its #49 holding.
Sage Investment Advisers first reported a position in McDonald's in Q4 2021 and has held it in 14 quarters since.
1,635 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.