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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Sargent Investment Group's MCD Position: Q1 2026 in Review

Sargent Investment Group increased its McDonald's (MCD) stake by 20% in Q1 2026, buying an estimated $308K and bringing the position to 5,837 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #82.

Sargent Investment Group first reported a position in MCD in Q3 2019 and has held it in 20 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Sargent Investment Group held 5,837 shares of McDonald's worth $1.81M as of Q1 2026.
  • Sargent Investment Group bought 968 McDonald's shares in Q1 2026, an estimated $308K.
  • McDonald's made up 0.24% of Sargent Investment Group's portfolio in Q1 2026, its #82 holding.
  • Sargent Investment Group first reported a position in McDonald's in Q3 2019 and has held it in 20 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.