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SGL Investment Advisors’s McDonald's MCD Stock Holding History

SGL Investment 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 		$295K Sell
1,079
-1,410
-57% -$404K 0.1% 125
2026
Q1 		$684K Sell
2,489
-21
-0.8% -$6.69K 0.26% 78
2025
Q4 		$812K Buy
2,510
+157
+7% +$48.1K 0.32% 68
2025
Q3 		$697K Buy
2,353
+1,253
+114% +$381K 0.29% 72
2025
Q2 		$321K Buy
1,100
+52
+5% +$16K 0.15% 105
2025
Q1 		$328K Buy
1,048
+213
+26% +$63.7K 0.17% 85
2024
Q4 		$257K Buy
835
+159
+24% +$47.4K 0.13% 97
2024
Q3 		$202K Buy
+676
New +$186K 0.1% 104

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SGL Investment Advisors's MCD Position: Q2 2026 in Review

SGL Investment Advisors reduced its McDonald's (MCD) stake by 57% in Q2 2026, selling an estimated $404K and leaving 1,079 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #125.

SGL Investment Advisors first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $812K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SGL Investment Advisors held 1,079 shares of McDonald's worth $295K as of Q2 2026.
  • SGL Investment Advisors sold 1,410 McDonald's shares in Q2 2026, an estimated $404K.
  • McDonald's made up 0.1% of SGL Investment Advisors's portfolio in Q2 2026, its #125 holding.
  • SGL Investment Advisors first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's McDonald's position peaked at $812K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.