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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stegent Equity Advisors's MCD Position: Q1 2026 in Review

Stegent Equity Advisors reduced its McDonald's (MCD) stake by 19% in Q1 2026, selling an estimated $340K and leaving 4,543 shares worth $1.41M. The position accounts for 1.2% of the portfolio, ranked #27.

Stegent Equity Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Stegent Equity Advisors held 4,543 shares of McDonald's worth $1.41M as of Q1 2026.
Stegent Equity Advisors sold 1,066 McDonald's shares in Q1 2026, an estimated $340K.
McDonald's made up 1.2% of Stegent Equity Advisors's portfolio in Q1 2026, its #27 holding.
Stegent Equity Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Stegent Equity Advisors's McDonald's position peaked at $1.71M in Q4 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.