Sage Mountain Advisors
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Sage Mountain Advisors’s McDonald's MCD Stock Holding History

Sage Mountain Advisors’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 		$312K Buy
1,353
+3
+0.2% +$790 0.02% 169
2026
Q2 		$365K Buy
+1,350
New +$387K 0.02% 164
2026
Q1 		– Sell
-5,253
Closed -$1.61M – 454
2025
Q4 		$1.61M Sell
5,253
-357
-6% -$109K 0.09% 118
2025
Q3 		$1.7M Buy
5,610
+832
+17% +$253K 0.1% 110
2025
Q2 		$1.4M Buy
4,778
+397
+9% +$122K 0.09% 106
2025
Q1 		$1.37M Sell
4,381
-109
-2% -$32.6K 0.1% 92
2024
Q4 		$1.3M Buy
4,490
+626
+16% +$187K 0.1% 93
2024
Q3 		$1.18M Buy
3,864
+655
+20% +$181K 0.1% 98
2024
Q2 		$818K Buy
3,209
+242
+8% +$64.2K 0.08% 115
2024
Q1 		$837K Buy
2,967
+340
+13% +$98.9K 0.09% 110
2023
Q4 		$779K Buy
2,627
+65
+3% +$17.7K 0.09% 99
2023
Q3 		$675K Buy
2,562
+13
+0.5% +$3.71K 0.09% 92
2023
Q2 		$761K Buy
2,549
+329
+15% +$95.6K 0.11% 88
2023
Q1 		$621K Buy
2,220
+762
+52% +$204K 0.1% 85
2022
Q4 		$384K Buy
1,458
+207
+17% +$54.6K 0.09% 87
2022
Q3 		$289K Sell
1,251
-139
-10% -$35.5K 0.08% 114
2022
Q2 		$343K Buy
1,390
+25
+2% +$6.16K 0.06% 303
2022
Q1 		$338K Buy
1,365
+18
+1% +$4.48K 0.05% 355
2021
Q4 		$361K Sell
1,347
-102
-7% -$25.8K 0.04% 399
2021
Q3 		$349K Buy
1,449
+404
+39% +$96.4K 0.05% 330
2021
Q2 		$241K Buy
+1,045
New +$243K 0.04% 355

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sage Mountain Advisors's MCD Position: Q3 2026 in Review

Sage Mountain Advisors increased its McDonald's (MCD) stake by 0.22% in Q3 2026, buying an estimated $790 and bringing the position to 1,353 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #169.

Sage Mountain Advisors first reported a position in MCD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.7M in Q3 2025. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Sage Mountain Advisors held 1,353 shares of McDonald's worth $312K as of Q3 2026.
  • Sage Mountain Advisors bought 3 McDonald's shares in Q3 2026, an estimated $790.
  • McDonald's made up 0.02% of Sage Mountain Advisors's portfolio in Q3 2026, its #169 holding.
  • Sage Mountain Advisors first reported a position in McDonald's in Q2 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's McDonald's position peaked at $1.7M in Q3 2025.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.