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Clarion Wealth Managment Partners’s McDonald's MCD Stock Holding History

Clarion Wealth Managment Partners’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 		$357K Sell
1,322
-64
-5% -$18.4K 0.29% 65
2026
Q1 		$431K Sell
1,386
-125
-8% -$39.8K 0.39% 56
2025
Q4 		$462K Buy
1,511
+1
+0.1% +$306 0.43% 51
2025
Q3 		$459K Sell
1,510
-21
-1% -$6.39K 0.45% 55
2025
Q2 		$447K Buy
+1,531
New +$472K 0.49% 52

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clarion Wealth Managment Partners's MCD Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its McDonald's (MCD) stake by 4.6% in Q2 2026, selling an estimated $18.4K and leaving 1,322 shares worth $357K. The position accounts for 0.29% of the portfolio, ranked #65.

Clarion Wealth Managment Partners first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $462K in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Clarion Wealth Managment Partners held 1,322 shares of McDonald's worth $357K as of Q2 2026.
  • Clarion Wealth Managment Partners sold 64 McDonald's shares in Q2 2026, an estimated $18.4K.
  • McDonald's made up 0.29% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #65 holding.
  • Clarion Wealth Managment Partners first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's McDonald's position peaked at $462K in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.