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Sagespring Wealth Partners’s McDonald's MCD Stock Holding History

Sagespring Wealth Partners’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 		$7.6M Buy
24,465
+840
+4% +$268K 0.14% 89
2025
Q4 		$7.22M Buy
23,625
+1,802
+8% +$552K 0.13% 90
2025
Q3 		$6.63M Buy
21,823
+2,388
+12% +$727K 0.13% 88
2025
Q2 		$5.68M Buy
19,435
+2,209
+13% +$681K 0.12% 93
2025
Q1 		$5.38M Buy
17,226
+3,212
+23% +$961K 0.14% 80
2024
Q4 		$4.06M Buy
+14,014
New +$4.18M 0.11% 90

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 $147M AUM 25.76% 1-Year Est. Return

Sagespring Wealth Partners's MCD Position: Q1 2026 in Review

Sagespring Wealth Partners increased its McDonald's (MCD) stake by 3.6% in Q1 2026, buying an estimated $268K and bringing the position to 24,465 shares worth $7.6M. The position accounts for 0.14% of the portfolio, ranked #89.

Sagespring Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sagespring Wealth Partners held 24,465 shares of McDonald's worth $7.6M as of Q1 2026.
  • Sagespring Wealth Partners bought 840 McDonald's shares in Q1 2026, an estimated $268K.
  • McDonald's made up 0.14% of Sagespring Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Sagespring Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.