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Claris Financial’s McDonald's MCD Stock Holding History

Claris Financial’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
Q1 		$704K Buy
2,265
+500
+28% +$159K 0.39% 68
2025
Q4 		$539K Buy
1,765
+80
+5% +$24.5K 0.29% 84
2025
Q3 		$512K Buy
1,685
+381
+29% +$116K 0.29% 82
2025
Q2 		$381K Sell
1,304
-370
-22% -$114K 0.29% 85
2025
Q1 		$485K Hold
1,674
– – 0.32% 79
2024
Q4 		$485K Buy
+1,674
New +$499K 0.32% 79

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Claris Financial's MCD Position: Q1 2026 in Review

Claris Financial increased its McDonald's (MCD) stake by 28% in Q1 2026, buying an estimated $159K and bringing the position to 2,265 shares worth $704K. The position accounts for 0.39% of the portfolio, ranked #68.

Claris Financial first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Claris Financial held 2,265 shares of McDonald's worth $704K as of Q1 2026.
  • Claris Financial bought 500 McDonald's shares in Q1 2026, an estimated $159K.
  • McDonald's made up 0.39% of Claris Financial's portfolio in Q1 2026, its #68 holding.
  • Claris Financial first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.