Sage Mountain Advisors LLC

Position in MCD — Mcdonalds Corp

CIK 1832274 ATLANTA, GA

Position in MCD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$364,918

-$1,240,556 QoQ

Shares Held

1,350

-74.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,600

of 3,448 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sage Mountain Advisors LLC holds $627,311 across 2 Restaurants names. MCD ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCD	Mcdonalds Corp This page	1,350	$364,918
2	BROS	Dutch Bros Inc.	3,654	$262,393

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,918	1,350	-74.3%	Shares	Sole	2026-08-05
2025-12-31	$1,605,474	5,253	-6.4%	Shares	Sole	2026-01-23
2025-09-30	$1,704,822	5,610	+17.4%	Shares	Sole	2025-10-29
2025-06-30	$1,395,988	4,778	+9.1%	Shares	Sole	2025-07-31
2025-03-31	$1,368,492	4,381	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$1,301,606	4,490	+16.2%	Shares	Sole	2025-02-07
2024-09-30	$1,176,626	3,864	+20.4%	Shares	Sole	2024-10-29
2024-06-30	$817,781	3,209	+8.2%	Shares	Sole	2024-07-31
2024-03-31	$836,545	2,967	+12.9%	Shares	Sole	2024-04-23
2023-12-31	$778,931	2,627	+2.5%	Shares	Sole	2024-02-01
2023-09-30	$674,933	2,562	+0.5%	Shares	Sole	2023-10-25
2023-06-30	$760,647	2,549	+14.8%	Shares	Sole	2023-07-24
2023-03-31	$620,734	2,220	+52.3%	Shares	Sole	2023-04-25
2022-12-31	$384,226	1,458	+16.5%	Shares	Sole	2023-02-01
2022-09-30	$288,655	1,251	-10.0%	Shares	Sole	2022-10-31
2022-06-30	$343,163	1,390	+1.8%	Shares	Sole	2022-08-25
2022-03-31	$337,537	1,365	+1.3%	Shares	Sole	2022-08-25
2021-12-31	$361,090	1,347	-7.0%	Shares	Sole	2022-02-02
2021-09-30	$349,368	1,449	+38.7%	Shares	Sole	2021-11-01
2021-06-30	$241,384	1,045	—	Shares	Sole	2021-07-22
No filing history on record for this holder in this stock.