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Sage Rhino Capital’s McDonald's MCD Stock Holding History

Sage Rhino Capital’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 		$284K Sell
914
-102
-10% -$32.5K 0.05% 197
2025
Q4 		$311K Sell
1,016
-49
-5% -$15K 0.06% 195
2025
Q3 		$324K Buy
1,065
+2
+0.2% +$609 0.06% 180
2025
Q2 		$311K Buy
1,063
+4
+0.4% +$1.23K 0.07% 168
2025
Q1 		$331K Buy
1,059
+9
+0.9% +$2.69K 0.08% 162
2024
Q4 		$304K Sell
1,050
-14
-1% -$4.17K 0.07% 167
2024
Q3 		$324K Sell
1,064
-13
-1% -$3.58K 0.07% 167
2024
Q2 		$274K Buy
1,077
+14
+1% +$3.71K 0.07% 176
2024
Q1 		$300K Sell
1,063
-11
-1% -$3.2K 0.07% 162
2023
Q4 		$318K Sell
1,074
-4
-0.4% -$1.09K 0.08% 151
2023
Q3 		$284K Buy
1,078
+1
+0.1% +$285 0.08% 155
2023
Q2 		$321K Sell
1,077
-66
-6% -$19.2K 0.09% 151
2023
Q1 		$320K Buy
1,143
+78
+7% +$20.9K 0.09% 152
2022
Q4 		$281K Sell
1,065
-5
-0.5% -$1.32K 0.09% 165
2022
Q3 		$247K Sell
1,070
-24
-2% -$6.13K 0.1% 150
2022
Q2 		$270K Buy
1,094
+31
+3% +$7.63K 0.1% 154
2022
Q1 		$263K Sell
1,063
-103
-9% -$25.7K 0.08% 175
2021
Q4 		$313K Buy
1,166
+16
+1% +$4.04K 0.09% 159
2021
Q3 		$277K Buy
1,150
+1
+0.1% +$239 0.08% 159
2021
Q2 		$265K Buy
1,149
+30
+3% +$6.98K 0.08% 162
2021
Q1 		$251K Buy
1,119
+105
+10% +$22.5K 0.08% 150
2020
Q4 		$218K Buy
1,014
+34
+3% +$7.39K 0.09% 151
2020
Q3 		$215K Buy
+980
New +$201K 0.1% 141

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 Rhino Capital's MCD Position: Q1 2026 in Review

Sage Rhino Capital reduced its McDonald's (MCD) stake by 10% in Q1 2026, selling an estimated $32.5K and leaving 914 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #197.

Sage Rhino Capital first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. The position peaked at $331K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sage Rhino Capital held 914 shares of McDonald's worth $284K as of Q1 2026.
  • Sage Rhino Capital sold 102 McDonald's shares in Q1 2026, an estimated $32.5K.
  • McDonald's made up 0.05% of Sage Rhino Capital's portfolio in Q1 2026, its #197 holding.
  • Sage Rhino Capital first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • Sage Rhino Capital's McDonald's position peaked at $331K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.