Cladis Investment Advisory’s McDonald's MCD Stock Holding History

Cladis Investment Advisory’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	$564K	Sell	2,088 -100	-5%	-$28.7K	0.26%	99
2026 Q1	$680K	Hold	2,188	–	–	0.37%	79
2025 Q4	$669K	Hold	2,188	–	–	0.37%	79
2025 Q3	$665K	Sell	2,188 -75	-3%	-$22.8K	0.38%	75
2025 Q2	$661K	Hold	2,263	–	–	0.41%	71
2025 Q1	$707K	Hold	2,263	–	–	0.51%	61
2024 Q4	$656K	Buy	2,263 +273	+14%	+$81.4K	0.47%	66
2024 Q3	$606K	Hold	1,990	–	–	0.42%	71
2024 Q2	$507K	Buy	1,990 +25	+1%	+$6.63K	0.37%	78
2024 Q1	$554K	Hold	1,965	–	–	0.41%	72
2023 Q4	$583K	Hold	1,965	–	–	0.46%	68
2023 Q3	$518K	Buy	1,965 +50	+3%	+$14.3K	0.45%	67
2023 Q2	$571K	Hold	1,915	–	–	0.5%	68
2023 Q1	$535K	Buy	1,915 +15	+0.8%	+$4.02K	0.48%	67
2022 Q4	$501K	Hold	1,900	–	–	0.5%	66
2022 Q3	$438K	Sell	1,900 -50	-3%	-$12.8K	0.47%	70
2022 Q2	$481K	Hold	1,950	–	–	0.48%	69
2022 Q1	$482K	Hold	1,950	–	–	0.39%	83
2021 Q4	$523K	Buy	+1,950	New	+$492K	0.42%	71

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cladis Investment Advisory's MCD Position: Q2 2026 in Review

Cladis Investment Advisory reduced its McDonald's (MCD) stake by 4.6% in Q2 2026, selling an estimated $28.7K and leaving 2,088 shares worth $564K. The position accounts for 0.26% of the portfolio, ranked #99.

Cladis Investment Advisory first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $707K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cladis Investment Advisory held 2,088 shares of McDonald's worth $564K as of Q2 2026.
Cladis Investment Advisory sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
McDonald's made up 0.26% of Cladis Investment Advisory's portfolio in Q2 2026, its #99 holding.
Cladis Investment Advisory first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's McDonald's position peaked at $707K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.