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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

SageView Advisory Group's MCD Position: Q4 2025 in Review

SageView Advisory Group increased its McDonald's (MCD) stake by 5% in Q4 2025, buying an estimated $372K and bringing the position to 25,382 shares worth $7.76M. The position accounts for 0.26% of the portfolio, ranked #46.

SageView Advisory Group first reported a position in MCD in Q4 2022 and has held it in 12 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • SageView Advisory Group held 25,382 shares of McDonald's worth $7.76M as of Q4 2025.
  • SageView Advisory Group bought 1,214 McDonald's shares in Q4 2025, an estimated $372K.
  • McDonald's made up 0.26% of SageView Advisory Group's portfolio in Q4 2025, its #46 holding.
  • SageView Advisory Group first reported a position in McDonald's in Q4 2022 and has held it in 12 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.