Sequoia Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39M | Buy |
144,126
+447
| +0.3% | +$128K | 0.19% | 84 |
|
|
2026
Q1 | $44.7M | Buy |
143,679
+1,848
| +1% | +$589K | 0.25% | 72 |
|
|
2025
Q4 | $43.3M | Buy |
141,831
+10,621
| +8% | +$3.25M | 0.24% | 76 |
|
|
2025
Q3 | $39.9M | Buy |
131,210
+4,841
| +4% | +$1.47M | 0.24% | 81 |
|
|
2025
Q2 | $36.9M | Buy |
126,369
+7,946
| +7% | +$2.45M | 0.25% | 83 |
|
|
2025
Q1 | $37M | Buy |
118,423
+5,538
| +5% | +$1.66M | 0.29% | 78 |
|
|
2024
Q4 | $32.7M | Buy |
112,885
+30,641
| +37% | +$9.14M | 0.31% | 73 |
|
|
2024
Q3 | $25M | Buy |
82,244
+10,278
| +14% | +$2.83M | 0.27% | 85 |
|
|
2024
Q2 | $18.3M | Buy |
71,966
+4,964
| +7% | +$1.32M | 0.22% | 97 |
|
|
2024
Q1 | $18.9M | Buy |
67,002
+9,649
| +17% | +$2.81M | 0.23% | 91 |
|
|
2023
Q4 | $17M | Buy |
57,353
+35,309
| +160% | +$9.61M | 0.21% | 100 |
|
|
2023
Q3 | $5.81M | Sell |
22,044
-304
| -1% | -$86.7K | 0.1% | 141 |
|
|
2023
Q2 | $6.67M | Buy |
22,348
+5,588
| +33% | +$1.62M | 0.11% | 131 |
|
|
2023
Q1 | $4.69M | Sell |
16,760
-20,786
| -55% | -$5.57M | 0.1% | 146 |
|
|
2022
Q4 | $9.89M | Sell |
37,546
-6,287
| -14% | -$1.66M | 0.24% | 83 |
|
|
2022
Q3 | $10.1M | Sell |
43,833
-587
| -1% | -$150K | 0.32% | 57 |
|
|
2022
Q2 | $11M | Buy |
44,420
+935
| +2% | +$230K | 0.31% | 58 |
|
|
2022
Q1 | $10.8M | Buy |
43,485
+4,727
| +12% | +$1.18M | 0.27% | 75 |
|
|
2021
Q4 | $10.4M | Buy |
38,758
+27,189
| +235% | +$6.86M | 0.28% | 72 |
|
|
2021
Q3 | $2.79M | Sell |
11,569
-22,537
| -66% | -$5.38M | 0.28% | 56 |
|
|
2021
Q2 | $7.88M | Buy |
34,106
+3,922
| +13% | +$913K | 0.29% | 61 |
|
|
2021
Q1 | $6.77M | Buy |
30,184
+21,531
| +249% | +$4.6M | 0.28% | 54 |
|
|
2020
Q4 | $1.86M | Buy |
8,653
+1,436
| +20% | +$312K | 0.08% | 129 |
|
|
2020
Q3 | $1.58M | Sell |
7,217
-177
| -2% | -$36.3K | 0.08% | 123 |
|
|
2020
Q2 | $1.36M | Buy |
7,394
+1,645
| +29% | +$302K | 0.08% | 123 |
|
|
2020
Q1 | $951K | Sell |
5,749
-379
| -6% | -$74.7K | 0.07% | 126 |
|
|
2019
Q4 | $1.21M | Buy |
6,128
+282
| +5% | +$55.9K | 0.08% | 127 |
|
|
2019
Q3 | $1.25M | Sell |
5,846
-453
| -7% | -$97.1K | 0.09% | 113 |
|
|
2019
Q2 | $1.31M | Sell |
6,299
-221
| -3% | -$43.8K | 0.1% | 109 |
|
|
2019
Q1 | $1.24M | Buy |
6,520
+2,164
| +50% | +$393K | 0.1% | 108 |
|
|
2018
Q4 | $773K | Buy |
4,356
+531
| +14% | +$94.2K | 0.09% | 119 |
|
|
2018
Q3 | $640K | Sell |
3,825
-133
| -3% | -$21.3K | 0.06% | 143 |
|
|
2018
Q2 | $620K | Buy |
3,958
+277
| +8% | +$44.9K | 0.07% | 138 |
|
|
2018
Q1 | $576K | Sell |
3,681
-593
| -14% | -$97.6K | 0.06% | 149 |
|
|
2017
Q4 | $736K | Buy |
4,274
+564
| +15% | +$94.7K | 0.08% | 132 |
|
|
2017
Q3 | $581K | Buy |
3,710
+242
| +7% | +$37.9K | 0.07% | 139 |
|
|
2017
Q2 | $531K | Buy |
3,468
+1
| +0% | +$145 | 0.07% | 141 |
|
|
2017
Q1 | $449K | Buy |
3,467
+104
| +3% | +$13.1K | 0.06% | 150 |
|
|
2016
Q4 | $409K | Buy |
3,363
+501
| +18% | +$58.7K | 0.06% | 159 |
|
|
2016
Q3 | $330K | Sell |
2,862
-286
| -9% | -$33.9K | 0.06% | 160 |
|
|
2016
Q2 | $379K | Buy |
3,148
+177
| +6% | +$22.2K | 0.11% | 139 |
|
|
2016
Q1 | $373K | Buy |
2,971
+750
| +34% | +$89.6K | 0.12% | 117 |
|
|
2015
Q4 | $262K | Sell |
2,221
-92
| -4% | -$10.3K | 0.11% | 139 |
|
|
2015
Q3 | $228K | Sell |
2,313
-195
| -8% | -$19K | 0.1% | 147 |
|
|
2015
Q2 | $238K | Buy |
2,508
+430
| +21% | +$41.6K | 0.1% | 160 |
|
|
2015
Q1 | $202K | Sell |
2,078
-97
| -4% | -$9.2K | 0.09% | 173 |
|
|
2014
Q4 | $204K | Sell |
2,175
-244
| -10% | -$22.8K | 0.14% | 152 |
|
|
2014
Q3 | $229K | Sell |
2,419
-443
| -15% | -$42.3K | 0.16% | 142 |
|
|
2014
Q2 | $288K | Sell |
2,862
-569
| -17% | -$57.4K | 0.22% | 103 |
|
|
2014
Q1 | $336K | Sell |
3,431
-1,812
| -35% | -$173K | 0.28% | 92 |
|
|
2013
Q4 | $509K | Buy |
+5,243
| New | +$504K | 0.42% | 69 |
|
Other funds holding MCD
Sequoia Financial Advisors's MCD Position: Q2 2026 in Review
Sequoia Financial Advisors increased its McDonald's (MCD) stake by 0.31% in Q2 2026, buying an estimated $128K and bringing the position to 144,126 shares worth $39M. The position accounts for 0.19% of the portfolio, ranked #84.
Sequoia Financial Advisors first reported a position in MCD in Q4 2013 and has held it in 51 quarters since. The position peaked at $44.7M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Sequoia Financial Advisors held 144,126 shares of McDonald's worth $39M as of Q2 2026.
- Sequoia Financial Advisors bought 447 McDonald's shares in Q2 2026, an estimated $128K.
- McDonald's made up 0.19% of Sequoia Financial Advisors's portfolio in Q2 2026, its #84 holding.
- Sequoia Financial Advisors first reported a position in McDonald's in Q4 2013 and has held it in 51 quarters since.
- Sequoia Financial Advisors's McDonald's position peaked at $44.7M in Q1 2026.
- 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.