SEA
MCD icon

Stegent Equity Advisors’s McDonald's MCD Stock Holding History

Stegent Equity 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 		– Sell
-4,543
Closed -$1.41M – 121
2026
Q1 		$1.41M Sell
4,543
-1,066
-19% -$340K 1.2% 27
2025
Q4 		$1.71M Buy
5,609
+1,877
+50% +$575K 1.34% 25
2025
Q3 		$1.13M Buy
3,732
+1,822
+95% +$555K 0.92% 33
2025
Q2 		$558K Sell
1,910
-2,156
-53% -$665K 0.49% 62
2025
Q1 		$1.27M Buy
4,066
+1,512
+59% +$452K 1.29% 27
2024
Q4 		$740K Buy
2,554
+1,533
+150% +$457K 0.75% 42
2024
Q3 		$311K Sell
1,021
-472
-32% -$130K 0.34% 69
2024
Q2 		$380K Sell
1,493
-2,467
-62% -$654K 0.4% 52
2024
Q1 		$1.12M Buy
3,960
+3,104
+363% +$903K 1.13% 34
2023
Q4 		$254K Buy
+856
New +$233K 0.3% 58

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

Stegent Equity Advisors's MCD Position: Q2 2026 in Review

Stegent Equity Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 4,543 shares — an estimated $1.41M sold.

Stegent Equity Advisors first reported a position in MCD in Q4 2023 and held it in 10 quarters. The position peaked at $1.71M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Stegent Equity Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 4,543 McDonald's shares in Q2 2026, an estimated $1.41M.
  • Stegent Equity Advisors first reported a position in McDonald's in Q4 2023 and held it in 10 quarters.
  • Stegent Equity Advisors's McDonald's position peaked at $1.71M in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.