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Claret Asset Management’s McDonald's MCD Stock Holding History

Claret Asset Management’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
2021
Q1 		– Sell
-107
Closed -$5K – 201
2020
Q4 		$5K Buy
+107
New +$23.3K ﹤0.01% 183

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Claret Asset Management's MCD Position: Q2 2026 in Review

Claret Asset Management reduced its McDonald's (MCD) stake by 3.5% in Q2 2026, selling an estimated $12K and leaving 1,148 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #141.

Claret Asset Management first reported a position in MCD in Q4 2017 and has held it in 27 quarters since. The position peaked at $370K in Q1 2026. 2,148 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Claret Asset Management held 1,148 shares of McDonald's worth $310K as of Q2 2026.
  • Claret Asset Management sold 42 McDonald's shares in Q2 2026, an estimated $12K.
  • McDonald's made up 0.03% of Claret Asset Management's portfolio in Q2 2026, its #141 holding.
  • Claret Asset Management first reported a position in McDonald's in Q4 2017 and has held it in 27 quarters since.
  • Claret Asset Management's McDonald's position peaked at $370K in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.