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 Q3	$4.3M	Sell	18,611 -3,175	-15%	-$836K	0.06%	143
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sagespring Wealth Partners's MCD Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its McDonald's (MCD) stake by 15% in Q3 2026, selling an estimated $836K and leaving 18,611 shares worth $4.3M. The position accounts for 0.06% of the portfolio, ranked #143.

Sagespring Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.6M in Q1 2026. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Sagespring Wealth Partners held 18,611 shares of McDonald's worth $4.3M as of Q3 2026.
Sagespring Wealth Partners sold 3,175 McDonald's shares in Q3 2026, an estimated $836K.
McDonald's made up 0.06% of Sagespring Wealth Partners's portfolio in Q3 2026, its #143 holding.
Sagespring Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's McDonald's position peaked at $7.6M in Q1 2026.
2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.