Clarity Financial’s McDonald's MCD Stock Holding History

Clarity 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 Q2	–	Sell	-660	Closed	-$205K	–	138
2026 Q1	$205K	Buy	660 +5	+0.8%	+$1.59K	0.02%	113
2025 Q4	$200K	Buy	+655	New	+$201K	0.02%	114
2025 Q3	–	Sell	-702	Closed	-$205K	–	123
2025 Q2	$205K	Buy	702 +18	+3%	+$5.55K	0.02%	107
2025 Q1	$214K	Sell	684 -36	-5%	-$10.8K	0.02%	101
2024 Q4	$209K	Sell	720 -375	-34%	-$112K	0.03%	110
2024 Q3	$333K	Buy	+1,095	New	+$302K	0.04%	112
2023 Q1	–	Sell	-1,221	Closed	-$322K	–	68
2022 Q4	$322K	Buy	1,221 +136	+13%	+$35.9K	0.06%	71
2022 Q3	$250K	Buy	+1,085	New	+$277K	0.06%	75
2021 Q2	–	Sell	-1,076	Closed	-$241K	–	133
2021 Q1	$241K	Buy	+1,076	New	+$230K	0.05%	117

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clarity Financial's MCD Position: Q2 2026 in Review

Clarity Financial sold out of McDonald's (MCD) in Q2 2026, closing a stake of 660 shares — an estimated $205K sold.

Clarity Financial first reported a position in MCD in Q1 2021 and held it in 9 quarters. The position peaked at $333K in Q3 2024. 1,882 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Clarity Financial reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Clarity Financial sold 660 McDonald's shares in Q2 2026, an estimated $205K.
Clarity Financial first reported a position in McDonald's in Q1 2021 and held it in 9 quarters.
Clarity Financial's McDonald's position peaked at $333K in Q3 2024.
1,882 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.