SageGuard Financial Group’s McDonald's MCD Stock Holding History

SageGuard Financial 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	$9.49M	Sell	35,112 -1,044	-3%	-$299K	1.33%	19
2026 Q1	$11.2M	Sell	36,156 -310	-0.9%	-$98.8K	1.74%	18
2025 Q4	$11.1M	Buy	+36,466	New	+$11.2M	1.77%	19
2021 Q3	–	Sell	-13,752	Closed	-$3.18M	–	82
2021 Q2	$3.18M	Buy	13,752 +224	+2%	+$52.1K	1.44%	17
2021 Q1	$3.03M	Sell	13,528 -1,051	-7%	-$225K	1.41%	17
2020 Q4	$3.13M	Buy	+14,579	New	+$3.17M	1.51%	16

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SageGuard Financial Group's MCD Position: Q2 2026 in Review

SageGuard Financial Group reduced its McDonald's (MCD) stake by 2.9% in Q2 2026, selling an estimated $299K and leaving 35,112 shares worth $9.49M. The position accounts for 1.33% of the portfolio, ranked #19.

SageGuard Financial Group first reported a position in MCD in Q4 2020 and has held it in 6 quarters since. The position peaked at $11.2M in Q1 2026. 2,245 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

SageGuard Financial Group held 35,112 shares of McDonald's worth $9.49M as of Q2 2026.
SageGuard Financial Group sold 1,044 McDonald's shares in Q2 2026, an estimated $299K.
McDonald's made up 1.33% of SageGuard Financial Group's portfolio in Q2 2026, its #19 holding.
SageGuard Financial Group first reported a position in McDonald's in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's McDonald's position peaked at $11.2M in Q1 2026.
2,245 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.