Sentinel Pension Advisors’s McDonald's MCD Stock Holding History

Sentinel Pension Advisors’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	$504K	Sell	1,882 -6	-0.3%	-$1.72K	0.07%	91
2026 Q1	$587K	Buy	1,888 +12	+0.6%	+$3.82K	0.09%	81
2025 Q4	$573K	Buy	1,876 +89	+5%	+$27.3K	0.09%	78
2025 Q3	$543K	Sell	1,787 -70	-4%	-$21.3K	0.09%	77
2025 Q2	$543K	Hold	1,857	–	–	0.09%	72
2025 Q1	$580K	Buy	1,857 +6	+0.3%	+$1.79K	0.11%	69
2024 Q4	$537K	Buy	1,851 +163	+10%	+$48.6K	0.1%	70
2024 Q3	$514K	Hold	1,688	–	–	0.1%	74
2024 Q2	$430K	Hold	1,688	–	–	0.09%	76
2024 Q1	$476K	Hold	1,688	–	–	0.1%	68
2023 Q4	$501K	Hold	1,688	–	–	0.12%	63
2023 Q3	$445K	Buy	+1,688	New	+$481K	0.11%	66
2022 Q1	–	Sell	-893	Closed	-$239K	–	99
2021 Q4	$239K	Buy	+893	New	+$225K	0.08%	87

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sentinel Pension Advisors's MCD Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its McDonald's (MCD) stake by 0.32% in Q2 2026, selling an estimated $1.72K and leaving 1,882 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #91.

Sentinel Pension Advisors first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. The position peaked at $587K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Sentinel Pension Advisors held 1,882 shares of McDonald's worth $504K as of Q2 2026.
Sentinel Pension Advisors sold 6 McDonald's shares in Q2 2026, an estimated $1.72K.
McDonald's made up 0.07% of Sentinel Pension Advisors's portfolio in Q2 2026, its #91 holding.
Sentinel Pension Advisors first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
Sentinel Pension Advisors's McDonald's position peaked at $587K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.