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Sequoia Financial Advisors’s McDonald's MCD Stock Holding History

Sequoia Financial 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
2025
Q3 		– Hold
0
– -$87.7K – 1787
2025
Q2 		– Hold
0
– – – 1540

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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. 1,624 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.
  • 1,624 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.