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SageView Advisory Group’s McDonald's MCD Stock Holding History

SageView Advisory 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 		$4.18M Sell
15,479
-892
-5% -$256K 0.14% 98
2026
Q1 		$5.09M Sell
16,371
-9,011
-36% -$2.87M 0.19% 70
2025
Q4 		$7.76M Buy
25,382
+1,214
+5% +$372K 0.26% 46
2025
Q3 		$7.34M Buy
24,168
+7,400
+44% +$2.25M 0.25% 51
2025
Q2 		$5.02M Sell
16,768
-82
-0.5% -$25.3K 0.19% 56
2025
Q1 		$5.26M Buy
16,850
+1,127
+7% +$337K 0.22% 50
2024
Q4 		$4.56M Buy
15,723
+2,119
+16% +$632K 0.2% 63
2024
Q3 		$4.14M Sell
13,604
-3,504
-20% -$966K 0.21% 64
2024
Q2 		$4.36M Buy
+17,108
New +$4.54M 0.2% 66
2024
Q1 		– Sell
-19,032
Closed -$5.61M – 663
2023
Q4 		$5.61M Buy
19,032
+6,447
+51% +$1.75M 0.24% 58
2023
Q3 		$3.32M Buy
12,585
+142
+1% +$40.5K 0.19% 72
2023
Q2 		$3.71M Buy
12,443
+162
+1% +$47.1K 0.21% 73
2023
Q1 		$3.43M Buy
12,281
+3,764
+44% +$1.01M 0.22% 76
2022
Q4 		$2.24M Buy
+8,517
New +$2.25M 0.18% 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

SageView Advisory Group's MCD Position: Q2 2026 in Review

SageView Advisory Group reduced its McDonald's (MCD) stake by 5.4% in Q2 2026, selling an estimated $256K and leaving 15,479 shares worth $4.18M. The position accounts for 0.14% of the portfolio, ranked #98.

SageView Advisory Group first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.76M in Q4 2025. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SageView Advisory Group held 15,479 shares of McDonald's worth $4.18M as of Q2 2026.
  • SageView Advisory Group sold 892 McDonald's shares in Q2 2026, an estimated $256K.
  • McDonald's made up 0.14% of SageView Advisory Group's portfolio in Q2 2026, its #98 holding.
  • SageView Advisory Group first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's McDonald's position peaked at $7.76M in Q4 2025.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.