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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sage Mountain Advisors's MCD Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in McDonald's (MCD) in Q2 2026: 1,350 shares worth $365K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in MCD as recently as Q4 2025.

Sage Mountain Advisors first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q3 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sage Mountain Advisors held 1,350 shares of McDonald's worth $365K as of Q2 2026.
  • McDonald's was a new Sage Mountain Advisors position in Q2 2026.
  • McDonald's made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #164 holding.
  • Sage Mountain Advisors first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
  • Sage Mountain Advisors's McDonald's position peaked at $1.7M in Q3 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.