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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

MCD holding history

McDonalds Corp in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
15,479
Value
$4.18M
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of MCD by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,479$4.18M0.1%−892−5.4%ReducedHolders
Q1 202616,371$5.09M0.2%−9,011−35.5%ReducedHolders
Q4 202525,382$7.76M0.3%+1,214+5.0%AddedHolders
Q3 202524,168$7.34M0.3%+7,400+44.1%AddedHolders
Q2 202516,768$5.02M0.2%−82−0.5%ReducedHolders
Q1 202516,850$5.26M0.2%+1,127+7.2%AddedHolders
Q4 202415,723$4.56M0.2%+2,119+15.6%AddedHolders
Q3 202413,604$4.14M0.2%−3,504−20.5%ReducedHolders
Q2 202417,108$4.36M0.2%+17,108NewHolders
Q1 20240$00.0%−19,032−100.0%Sold outHolders
Q4 202319,032$5.61M0.2%+6,447+51.2%AddedHolders
Q3 202312,585$3.32M0.2%+142+1.1%AddedHolders
Q2 202312,443$3.71M0.2%+162+1.3%AddedHolders
Q1 202312,281$3.43M0.2%+3,764+44.2%AddedHolders
Q4 20228,517$2.24M0.2%–No prior filingHolders