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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
Q2 		$5.89M Sell
21,786
-2,679
-11% -$768K 0.09% 119
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 $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

Sagespring Wealth Partners's MCD Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $768K and leaving 21,786 shares worth $5.89M. The position accounts for 0.09% of the portfolio, ranked #119.

Sagespring Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.6M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sagespring Wealth Partners held 21,786 shares of McDonald's worth $5.89M as of Q2 2026.
  • Sagespring Wealth Partners sold 2,679 McDonald's shares in Q2 2026, an estimated $768K.
  • McDonald's made up 0.09% of Sagespring Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Sagespring Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's McDonald's position peaked at $7.6M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.