Sentry Investment Management’s McDonald's MCD Stock Holding History

Sentry Investment Management’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	–	Sell	-1,989	Closed	-$608K	–	295
2025 Q4	$608K	Hold	1,989	–	–	0.4%	41
2025 Q3	$586K	Sell	1,989 -325	-14%	-$98.9K	0.39%	40
2025 Q2	$675K	Hold	2,314	–	–	0.37%	47
2025 Q1	$694K	Sell	2,314 -691	-23%	-$207K	0.47%	36
2024 Q4	$871K	Sell	3,005 -489	-14%	-$146K	0.42%	39
2024 Q3	$1.06M	Hold	3,494	–	–	0.45%	40
2024 Q2	$890K	Sell	3,494 -716	-17%	-$190K	0.4%	46
2024 Q1	$1.19M	Hold	4,210	–	–	0.46%	41
2023 Q4	$1.25M	Sell	4,210 -21	-0.5%	-$5.72K	0.54%	31
2023 Q3	$1.11M	Sell	4,231 -948	-18%	-$270K	0.53%	32
2023 Q2	$1.54M	Hold	5,179	–	–	0.58%	27
2023 Q1	$1.45M	Sell	5,179 -720	-12%	-$193K	0.6%	30
2022 Q4	$1.55M	Buy	5,899 +847	+17%	+$223K	0.69%	28
2022 Q3	$1.17M	Sell	5,052 -89	-2%	-$22.7K	0.55%	32
2022 Q2	$1.27M	Sell	5,141 -882	-15%	-$217K	0.57%	32
2022 Q1	$1.49M	Sell	6,023 -864	-13%	-$215K	0.47%	42
2021 Q4	$1.85M	Buy	6,887 +716	+12%	+$181K	0.49%	45
2021 Q3	$1.49M	Sell	6,171 -1,484	-19%	-$354K	0.43%	44
2021 Q2	$1.77M	Buy	7,655 +192	+3%	+$44.7K	0.45%	50
2021 Q1	$1.67M	Sell	7,463 -40,611	-84%	-$8.69M	0.46%	44
2020 Q4	$10.3M	Buy	48,074 +139	+0.3%	+$30.2K	0.52%	41
2020 Q3	$10.5M	Buy	47,935 +22,410	+88%	+$4.6M	0.58%	34
2020 Q2	$4.71M	Sell	25,525 -22,375	-47%	-$4.1M	0.29%	86
2020 Q1	$7.92M	Hold	47,900	–	–	0.58%	41
2019 Q4	$9.47M	Hold	47,900	–	–	0.56%	35
2019 Q3	$10.3M	Buy	47,900 +2,342	+5%	+$502K	0.67%	31
2019 Q2	$9.46M	Buy	45,558 +20,110	+79%	+$3.98M	0.63%	33
2019 Q1	$4.83M	Sell	25,448 -2,227	-8%	-$404K	0.34%	69
2018 Q4	$4.91M	Sell	27,675 -692	-2%	-$123K	0.36%	65
2018 Q3	$4.75M	Sell	28,367 -6,449	-19%	-$1.03M	0.29%	88
2018 Q2	$5.46M	Sell	34,816 -4,787	-12%	-$776K	0.36%	67
2018 Q1	$6.19M	Sell	39,603 -4,825	-11%	-$794K	0.38%	65
2017 Q4	$7.65M	Sell	44,428 -3,309	-7%	-$556K	0.42%	54
2017 Q3	$7.48M	Sell	47,737 -2,395	-5%	-$375K	0.28%	58
2017 Q2	$7.68M	Sell	50,132 -14,872	-23%	-$2.15M	0.3%	52
2017 Q1	$8.43M	Sell	65,004 -2,980	-4%	-$374K	0.34%	48
2016 Q4	$8.28M	Sell	67,984 -75	-0.1%	-$8.79K	0.35%	46
2016 Q3	$7.85M	Sell	68,059 -2,804	-4%	-$332K	0.34%	51
2016 Q2	$8.53M	Sell	70,863 -62	-0.1%	-$7.76K	0.37%	48
2016 Q1	$8.91M	Sell	70,925 -1,289	-2%	-$154K	0.4%	45
2015 Q4	$8.53M	Buy	72,214 +15,262	+27%	+$1.71M	0.39%	45
2015 Q3	$5.61M	Sell	56,952 -5,300	-9%	-$516K	0.28%	71
2015 Q2	$5.92M	Sell	62,252 -4,101	-6%	-$397K	0.28%	70
2015 Q1	$6.46M	Sell	66,353 -3,973	-6%	-$377K	0.31%	64
2014 Q4	$6.59M	Buy	70,326 +7,221	+11%	+$676K	0.32%	56
2014 Q3	$5.98M	Sell	63,105 -1,690	-3%	-$161K	0.31%	58
2014 Q2	$6.53M	Buy	64,795 +7,461	+13%	+$753K	0.34%	52
2014 Q1	$5.62M	Hold	57,334	–	–	0.3%	53
2013 Q4	$5.56M	Buy	57,334 +11,300	+25%	+$1.09M	0.3%	54
2013 Q3	$4.43M	Buy	46,034 +28,106	+157%	+$2.74M	0.26%	60
2013 Q2	$1.77M	Buy	+17,928	New	+$1.8M	0.1%	102

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Sentry Investment Management's MCD Position: Q1 2026 in Review

Sentry Investment Management sold out of McDonald's (MCD) in Q1 2026, closing a stake of 1,989 shares — an estimated $608K sold.

Sentry Investment Management first reported a position in MCD in Q2 2013 and held it in 51 quarters. The position peaked at $10.5M in Q3 2020. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Sentry Investment Management reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 1,989 McDonald's shares in Q1 2026, an estimated $608K.
Sentry Investment Management first reported a position in McDonald's in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's McDonald's position peaked at $10.5M in Q3 2020.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.