SFG
MCD icon

SevenBridge Financial Group’s McDonald's MCD Stock Holding History

SevenBridge Financial 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 		$1.45M Sell
4,844
-91
-2% -$29K 0.23% 97
2025
Q4 		$1.54M Sell
4,935
-220
-4% -$67.4K 0.25% 97
2025
Q3 		$1.58M Sell
5,155
-1,602
-24% -$488K 0.26% 95
2025
Q2 		$2.04M Sell
6,757
-366
-5% -$113K 0.36% 88
2025
Q1 		$2.22M Sell
7,123
-1,232
-15% -$368K 0.44% 76
2024
Q4 		$2.59M Buy
8,355
+915
+12% +$273K 0.49% 66
2024
Q3 		$2.24M Buy
7,440
+354
+5% +$97.6K 0.43% 66
2024
Q2 		$1.91M Buy
7,086
+431
+6% +$114K 0.42% 67
2024
Q1 		$1.8M Buy
6,655
+57
+0.9% +$16.6K 0.41% 71
2023
Q4 		$1.96M Buy
6,598
+470
+8% +$128K 0.46% 68
2023
Q3 		$1.61M Buy
6,128
+195
+3% +$55.6K 0.42% 70
2023
Q2 		$1.77M Sell
5,933
-76
-1% -$22.1K 0.46% 65
2023
Q1 		$1.68M Sell
6,009
-99
-2% -$26.5K 0.46% 63
2022
Q4 		$1.61M Sell
6,108
-60
-1% -$15.8K 0.47% 56
2022
Q3 		$1.42M Sell
6,168
-32
-0.5% -$8.18K 0.48% 56
2022
Q2 		$1.53M Hold
6,200
– – 0.62% 48
2022
Q1 		$1.53M Sell
6,200
-198
-3% -$49.3K 0.54% 51
2021
Q4 		$1.72M Sell
6,398
-40
-0.6% -$10.1K 0.52% 53
2021
Q3 		$1.55M Sell
6,438
-60
-0.9% -$14.3K 0.52% 53
2021
Q2 		$1.5M Buy
6,498
+32
+0.5% +$7.45K 0.49% 61
2021
Q1 		$1.45M Hold
6,466
– – 0.53% 54
2020
Q4 		$1.39M Hold
6,466
– – 0.54% 53
2020
Q3 		$1.42M Buy
6,466
+70
+1% +$14.4K 0.65% 48
2020
Q2 		$1.18M Sell
6,396
-14
-0.2% -$2.57K 0.59% 53
2020
Q1 		$1.06M Buy
6,410
+62
+1% +$12.2K 0.61% 54
2019
Q4 		$1.25M Buy
6,348
+625
+11% +$124K 0.33% 63
2019
Q3 		$1.23M Hold
5,723
– – 0.65% 50
2019
Q2 		$1.19M Sell
5,723
-167
-3% -$33.1K 0.43% 58
2019
Q1 		$1.12M Buy
5,890
+20
+0.3% +$3.63K 0.42% 60
2018
Q4 		$1.04M Sell
5,870
-40
-0.7% -$7.09K 0.64% 48
2018
Q3 		$989K Sell
5,910
-175
-3% -$28K 0.53% 57
2018
Q2 		$953K Buy
6,085
+141
+2% +$22.9K 0.53% 57
2018
Q1 		$930K Sell
5,944
-60
-1% -$9.87K 0.53% 58
2017
Q4 		$1.03M Sell
6,004
-297
-5% -$49.9K 0.57% 54
2017
Q3 		$987K Sell
6,301
-210
-3% -$32.9K 0.57% 56
2017
Q2 		$997K Buy
6,511
+1,178
+22% +$170K 0.61% 51
2017
Q1 		$693K Sell
5,333
-503
-9% -$63.1K 0.46% 68
2016
Q4 		$674K Hold
5,836
– – 0.49% 60
2016
Q3 		$674K Sell
5,836
-6,540
-53% -$775K 0.49% 60
2016
Q2 		$1.49M Buy
+12,376
New +$1.55M 1.04% 28

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 $137B AUM 18.02% 1-Year Est. Return

SevenBridge Financial Group's MCD Position: Q1 2026 in Review

SevenBridge Financial Group reduced its McDonald's (MCD) stake by 1.8% in Q1 2026, selling an estimated $29K and leaving 4,844 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #97.

SevenBridge Financial Group first reported a position in MCD in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.59M in Q4 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • SevenBridge Financial Group held 4,844 shares of McDonald's worth $1.45M as of Q1 2026.
  • SevenBridge Financial Group sold 91 McDonald's shares in Q1 2026, an estimated $29K.
  • McDonald's made up 0.23% of SevenBridge Financial Group's portfolio in Q1 2026, its #97 holding.
  • SevenBridge Financial Group first reported a position in McDonald's in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's McDonald's position peaked at $2.59M in Q4 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.