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CLA (CliftonLarsonAllen) Wealth Advisors’s McDonald's MCD Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$2.92M Buy
+10,806
New +$3.1M 0.04% 132
2021
Q4 		– Sell
-4,687
Closed -$1.13M – 242
2021
Q3 		$1.13M Buy
4,687
+546
+13% +$130K 0.04% 135
2021
Q2 		$957K Buy
+4,141
New +$964K 0.04% 152
2019
Q1 		– Sell
-20,916
Closed -$3.71M – 126
2018
Q4 		$3.71M Buy
20,916
+986
+5% +$175K 0.37% 45
2018
Q3 		$3.33M Sell
19,930
-9
-0% -$1.44K 0.31% 47
2018
Q2 		$3.12M Buy
19,939
+476
+2% +$77.2K 0.31% 51
2018
Q1 		$3.04M Buy
19,463
+258
+1% +$42.4K 0.3% 46
2017
Q4 		$3.31M Sell
19,205
-5,719
-23% -$960K 0.34% 44
2017
Q3 		$3.9M Buy
24,924
+645
+3% +$101K 0.41% 40
2017
Q2 		$3.72M Sell
24,279
-40
-0.2% -$5.78K 0.42% 40
2017
Q1 		$3.15M Buy
24,319
+129
+0.5% +$16.2K 0.35% 43
2016
Q4 		$2.94M Buy
24,190
+614
+3% +$72K 0.34% 46
2016
Q3 		$2.72M Buy
23,576
+5,799
+33% +$687K 0.33% 44
2016
Q2 		$2.14M Buy
17,777
+1,684
+10% +$211K 0.31% 48
2016
Q1 		$2.02M Buy
16,093
+1,173
+8% +$140K 0.32% 51
2015
Q4 		$1.76M Sell
14,920
-180
-1% -$20.1K 0.3% 56
2015
Q3 		$1.49M Buy
15,100
+1,115
+8% +$109K 0.28% 61
2015
Q2 		$1.33M Sell
13,985
-946
-6% -$91.5K 0.27% 52
2015
Q1 		$1.46M Buy
14,931
+440
+3% +$41.7K 0.32% 47
2014
Q4 		$1.36M Buy
14,491
+340
+2% +$31.8K 0.29% 45
2014
Q3 		$1.34M Sell
14,151
-130
-0.9% -$12.4K 0.29% 45
2014
Q2 		$1.44M Buy
14,281
+106
+0.7% +$10.7K 0.28% 49
2014
Q1 		$1.39M Sell
14,175
-99
-0.7% -$9.47K 0.31% 49
2013
Q4 		$1.39M Buy
+14,274
New +$1.37M 0.35% 49

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MCD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in McDonald's (MCD) in Q2 2026: 10,806 shares worth $2.92M. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in MCD as recently as Q3 2021.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MCD in Q4 2013 and has held it in 24 quarters since. The position peaked at $3.9M in Q3 2017. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,806 shares of McDonald's worth $2.92M as of Q2 2026.
  • McDonald's was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • McDonald's made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in McDonald's in Q4 2013 and has held it in 24 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's McDonald's position peaked at $3.9M in Q3 2017.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.