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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Sage Mountain Advisors's MCD Position: Q1 2026 in Review

Sage Mountain Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 5,253 shares — an estimated $1.61M sold.

Sage Mountain Advisors first reported a position in MCD in Q2 2021 and held it in 19 quarters. The position peaked at $1.7M in Q3 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sage Mountain Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,253 McDonald's shares in Q1 2026, an estimated $1.61M.
  • Sage Mountain Advisors first reported a position in McDonald's in Q2 2021 and held it in 19 quarters.
  • Sage Mountain Advisors's McDonald's position peaked at $1.7M in Q3 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.