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Sargent Investment Group’s McDonald's MCD Stock Holding History

Sargent Investment 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 		$1.6M Buy
5,919
+82
+1% +$23.5K 0.19% 94
2026
Q1 		$1.81M Buy
5,837
+968
+20% +$308K 0.24% 82
2025
Q4 		$1.49M Buy
+4,869
New +$1.49M 0.19% 89
2025
Q3 		– Sell
-918
Closed -$282K – 184
2025
Q2 		$282K Sell
918
-22
-2% -$6.78K 0.04% 198
2025
Q1 		$294K Sell
940
-10
-1% -$2.99K 0.05% 191
2024
Q4 		$269K Sell
950
-144
-13% -$42.9K 0.04% 198
2024
Q3 		$333K Sell
1,094
-3
-0.3% -$827 0.06% 156
2024
Q2 		$280K Sell
1,097
-20
-2% -$5.31K 0.06% 168
2024
Q1 		$315K Buy
1,117
+30
+3% +$8.72K 0.07% 151
2023
Q4 		$322K Buy
1,087
+13
+1% +$3.54K 0.07% 154
2023
Q3 		$283K Sell
1,074
-30
-3% -$8.56K 0.07% 159
2023
Q2 		$329K Buy
1,104
+33
+3% +$9.59K 0.08% 144
2023
Q1 		$302K Buy
1,071
+32
+3% +$8.57K 0.08% 149
2022
Q4 		$274K Hold
1,039
– – 0.09% 149
2022
Q3 		$244K Hold
1,039
– – 0.08% 152
2022
Q2 		$257K Hold
1,039
– – 0.08% 150
2022
Q1 		$257K Sell
1,039
-4
-0.4% -$996 0.06% 160
2021
Q4 		$280K Buy
1,043
+175
+20% +$44.2K 0.06% 155
2021
Q3 		$209K Hold
868
– – 0.05% 176
2021
Q2 		$200K Buy
+868
New +$202K 0.05% 189
2019
Q4 		– Sell
-1,604
Closed -$344K – 157
2019
Q3 		$344K Buy
+1,604
New +$344K 0.15% 105

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

Sargent Investment Group's MCD Position: Q2 2026 in Review

Sargent Investment Group increased its McDonald's (MCD) stake by 1.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 5,919 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #94.

Sargent Investment Group first reported a position in MCD in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.81M in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sargent Investment Group held 5,919 shares of McDonald's worth $1.6M as of Q2 2026.
  • Sargent Investment Group bought 82 McDonald's shares in Q2 2026, an estimated $23.5K.
  • McDonald's made up 0.19% of Sargent Investment Group's portfolio in Q2 2026, its #94 holding.
  • Sargent Investment Group first reported a position in McDonald's in Q3 2019 and has held it in 21 quarters since.
  • Sargent Investment Group's McDonald's position peaked at $1.81M in Q1 2026.
  • 3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.