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Sage Private Wealth Group’s McDonald's MCD Stock Holding History

Sage Private Wealth Group’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 		$325K Sell
1,203
-4
-0.3% -$1.15K 0.15% 77
2026
Q1 		$375K Sell
1,207
-13
-1% -$4.14K 0.19% 68
2025
Q4 		$373K Buy
1,220
+64
+6% +$19.6K 0.2% 65
2025
Q3 		$351K Buy
1,156
+28
+2% +$8.52K 0.2% 73
2025
Q2 		$330K Sell
1,128
-208
-16% -$64.1K 0.21% 70
2025
Q1 		$418K Buy
1,336
+24
+2% +$7.18K 0.32% 47
2024
Q4 		$380K Buy
1,312
+165
+14% +$49.2K 0.29% 49
2024
Q3 		$350K Buy
1,147
+12
+1% +$3.31K 0.28% 63
2024
Q2 		$289K Sell
1,135
-152
-12% -$40.3K 0.24% 68
2024
Q1 		$363K Sell
1,287
-136
-10% -$39.6K 0.29% 52
2023
Q4 		$422K Sell
1,423
-21
-1% -$5.72K 0.38% 33
2023
Q3 		$381K Buy
1,444
+33
+2% +$9.41K 0.52% 24
2023
Q2 		$421K Sell
1,411
-48
-3% -$13.9K 0.57% 19
2023
Q1 		$408K Sell
1,459
-142
-9% -$38K 0.47% 18
2022
Q4 		$422K Buy
1,601
+4
+0.3% +$1.05K 0.5% 17
2022
Q3 		$369K Sell
1,597
-6
-0.4% -$1.53K 0.49% 17
2022
Q2 		$396K Sell
1,603
-101
-6% -$24.9K 0.57% 15
2022
Q1 		$421K Buy
1,704
+17
+1% +$4.24K 0.41% 22
2021
Q4 		$452K Buy
1,687
+24
+1% +$6.06K 0.56% 19
2021
Q3 		$401K Sell
1,663
-20
-1% -$4.77K 0.55% 20
2021
Q2 		$389K Buy
1,683
+70
+4% +$16.3K 0.53% 22
2021
Q1 		$361K Buy
1,613
+48
+3% +$10.3K 0.62% 20
2020
Q4 		$336K Buy
+1,565
New +$340K 0.94% 21

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
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

Sage Private Wealth Group's MCD Position: Q2 2026 in Review

Sage Private Wealth Group reduced its McDonald's (MCD) stake by 0.33% in Q2 2026, selling an estimated $1.15K and leaving 1,203 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #77.

Sage Private Wealth Group first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $452K in Q4 2021. 2,169 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sage Private Wealth Group held 1,203 shares of McDonald's worth $325K as of Q2 2026.
  • Sage Private Wealth Group sold 4 McDonald's shares in Q2 2026, an estimated $1.15K.
  • McDonald's made up 0.15% of Sage Private Wealth Group's portfolio in Q2 2026, its #77 holding.
  • Sage Private Wealth Group first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Sage Private Wealth Group's McDonald's position peaked at $452K in Q4 2021.
  • 2,169 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.