SageView Advisory Group, LLC

Position in MCD — Mcdonalds Corp

CIK 1914558 NEWPORT BEACH, CA

Position in MCD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,184,128

-$903,815 QoQ

Shares Held

15,479

-5.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#889

of 3,443 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SageView Advisory Group, LLC holds $6,391,477 across 4 Restaurants names. MCD ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	15,479	$4,184,128
2	SBUX	Starbucks Corp	12,167	$1,243,345
3	QSR	Restaurant Brands International Inc.	8,087	$586,388
4	DRI	Darden Restaurants Inc	1,833	$377,616

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,184,128	15,479	-5.4%	Shares	Sole	2026-08-10
2026-03-31	$5,087,943	16,371	-35.5%	Shares	Sole	2026-08-10
2025-12-31	$7,757,500	25,382	+5.0%	Shares	Sole	2026-02-17
2025-09-30	$7,344,413	24,168	+44.1%	Shares	Sole	2025-11-13
2025-06-30	$4,899,106	16,768	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$5,263,434	16,850	+7.2%	Shares	Sole	2025-05-19
2024-12-31	$4,557,940	15,723	+15.6%	Shares	Sole	2025-02-13
2024-09-30	$4,142,554	13,604	-20.5%	Shares	Sole	2024-11-14
2024-06-30	$4,359,802	17,108	-10.1%	Shares	Sole	2024-08-15
2023-12-31	$5,643,178	19,032	+51.2%	Shares	Sole	2024-03-06
2023-09-30	$3,315,392	12,585	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$3,713,115	12,443	+1.3%	Shares	Sole	2023-08-11
2023-03-31	$3,433,890	12,281	+44.2%	Shares	Sole	2023-05-02
2022-12-31	$2,244,485	8,517	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.