Clarius Group LLC’s McDonald's MCD Stock Holding History

Clarius Group LLC’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
2025 Q4	$1.11M	Sell	3,626 -1,447	-29%	-$443K	0.06%	116
2025 Q3	$1.54M	Sell	5,073 -1,153	-19%	-$351K	0.09%	88
2025 Q2	$1.82M	Sell	6,226 -280	-4%	-$86.3K	0.11%	88
2025 Q1	$2.03M	Buy	6,506 +619	+11%	+$185K	0.13%	71
2024 Q4	$1.71M	Sell	5,887 -117	-2%	-$34.9K	0.12%	82
2024 Q3	$1.82M	Sell	6,004 -668	-10%	-$184K	0.13%	75
2024 Q2	$1.7M	Buy	6,672 +910	+16%	+$241K	0.12%	78
2024 Q1	$1.62M	Sell	5,762 -718	-11%	-$209K	0.11%	86
2023 Q4	$1.92M	Sell	6,480 -590	-8%	-$161K	0.16%	72
2023 Q3	$1.86M	Sell	7,070 -1,501	-18%	-$428K	0.18%	67
2023 Q2	$2.56M	Buy	8,571 +15	+0.2%	+$4.36K	0.2%	60
2023 Q1	$2.39M	Sell	8,556 -68	-0.8%	-$18.2K	0.2%	60
2022 Q4	$2.27M	Buy	8,624 +194	+2%	+$51.2K	0.2%	66
2022 Q3	$1.95M	Buy	8,430 +111	+1%	+$28.4K	0.19%	67
2022 Q2	$2.05M	Sell	8,319 -1,806	-18%	-$445K	0.21%	66
2022 Q1	$2.71M	Hold	10,125	–	–	0.21%	53
2021 Q4	$2.71M	Sell	10,125 -181	-2%	-$45.7K	0.21%	53
2021 Q3	$2.48M	Buy	10,306 +178	+2%	+$42.5K	0.22%	50
2021 Q2	$2.34M	Buy	10,128 +551	+6%	+$128K	0.21%	52
2021 Q1	$2.15M	Sell	9,577 -478	-5%	-$102K	0.21%	51
2020 Q4	$2.16M	Buy	10,055 +548	+6%	+$119K	0.23%	46
2020 Q3	$2.09M	Sell	9,507 -114	-1%	-$23.4K	0.27%	44
2020 Q2	$1.77M	Buy	9,621 +2,595	+37%	+$476K	0.25%	48
2020 Q1	$1.16M	Buy	7,026 +288	+4%	+$56.7K	0.22%	57
2019 Q4	$1.41M	Sell	6,738 -43	-0.6%	-$8.53K	0.22%	61
2019 Q3	$1.46M	Buy	6,781 +636	+10%	+$136K	0.27%	59
2019 Q2	$1.28M	Buy	6,145 +1,266	+26%	+$251K	0.26%	56
2019 Q1	$926K	Buy	4,879 +1,809	+59%	+$328K	0.23%	64
2018 Q4	$545K	Buy	3,070 +750	+32%	+$133K	0.2%	62
2018 Q3	$388K	Buy	+2,320	New	+$372K	0.14%	70
2018 Q1	–	Sell	-1,166	Closed	-$201K	–	68
2017 Q4	$201K	Buy	+1,166	New	+$196K	0.09%	64
2017 Q3	–	Sell	-2,927	Closed	-$448K	–	85
2017 Q2	$448K	Sell	2,927 -35	-1%	-$5.06K	0.18%	55
2017 Q1	$383K	Hold	2,962	–	–	0.16%	59
2016 Q4	$361K	Sell	2,962 -77	-3%	-$9.03K	0.15%	60
2016 Q3	$351K	Buy	3,039 +27	+0.9%	+$3.2K	0.16%	60
2016 Q2	$362K	Sell	3,012 -115	-4%	-$14.4K	0.19%	58
2016 Q1	$392K	Buy	3,127 +117	+4%	+$14K	0.22%	55
2015 Q4	$354K	Buy	+3,010	New	+$337K	0.21%	51

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Clarius Group LLC's MCD Position: Q4 2025 in Review

Clarius Group LLC reduced its McDonald's (MCD) stake by 29% in Q4 2025, selling an estimated $443K and leaving 3,626 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #116.

Clarius Group LLC first reported a position in MCD in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.71M in Q1 2022. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Clarius Group LLC held 3,626 shares of McDonald's worth $1.11M as of Q4 2025.
Clarius Group LLC sold 1,447 McDonald's shares in Q4 2025, an estimated $443K.
McDonald's made up 0.06% of Clarius Group LLC's portfolio in Q4 2025, its #116 holding.
Clarius Group LLC first reported a position in McDonald's in Q4 2015 and has held it in 38 quarters since.
Clarius Group LLC's McDonald's position peaked at $2.71M in Q1 2022.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.