Clarity Wealth Advisors’s McDonald's MCD Stock Holding History

Clarity Wealth Advisors’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	$205K	Sell	757 -90	-11%	-$25.8K	0.04%	112
2026 Q1	$263K	Sell	847 -36	-4%	-$11.5K	0.05%	92
2025 Q4	$270K	Buy	883 +108	+14%	+$33.1K	0.06%	93
2025 Q3	$235K	Buy	775 +17	+2%	+$5.17K	0.05%	91
2025 Q2	$221K	Buy	758 +28	+4%	+$8.63K	0.05%	93
2025 Q1	$228K	Buy	730 +2	+0.3%	+$598	0.06%	90
2024 Q4	$211K	Sell	728 -15	-2%	-$4.47K	0.06%	93
2024 Q3	$226K	Buy	+743	New	+$205K	0.07%	90
2024 Q2	–	Sell	-736	Closed	-$207K	–	88
2024 Q1	$207K	Sell	736 -10	-1%	-$2.91K	0.07%	83
2023 Q4	$221K	Buy	+746	New	+$203K	0.08%	82
2023 Q3	–	Sell	-745	Closed	-$222K	–	75
2023 Q2	$222K	Buy	+745	New	+$216K	0.1%	71
2022 Q3	–	Sell	-847	Closed	-$209K	–	67
2022 Q2	$209K	Buy	+847	New	+$209K	0.12%	66

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarity Wealth Advisors's MCD Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $25.8K and leaving 757 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #112.

Clarity Wealth Advisors first reported a position in MCD in Q2 2022 and has held it in 12 quarters since. The position peaked at $270K in Q4 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Clarity Wealth Advisors held 757 shares of McDonald's worth $205K as of Q2 2026.
Clarity Wealth Advisors sold 90 McDonald's shares in Q2 2026, an estimated $25.8K.
McDonald's made up 0.04% of Clarity Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Clarity Wealth Advisors first reported a position in McDonald's in Q2 2022 and has held it in 12 quarters since.
Clarity Wealth Advisors's McDonald's position peaked at $270K in Q4 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.