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Clark Asset Management’s McDonald's MCD Stock Holding History

Clark Asset Management’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 		$698K Buy
2,581
+227
+10% +$65.1K 0.05% 121
2026
Q1 		$732K Sell
2,354
-40
-2% -$12.7K 0.07% 99
2025
Q4 		$732K Buy
2,394
+262
+12% +$80.2K 0.08% 95
2025
Q3 		$648K Sell
2,132
-70
-3% -$21.3K 0.08% 99
2025
Q2 		$643K Buy
2,202
+1,083
+97% +$334K 0.09% 89
2025
Q1 		$349K Buy
+1,119
New +$335K 0.06% 107
2024
Q4 		– Sell
-739
Closed -$225K – 142
2024
Q3 		$225K Buy
+739
New +$204K 0.05% 115

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

Clark Asset Management's MCD Position: Q2 2026 in Review

Clark Asset Management increased its McDonald's (MCD) stake by 9.6% in Q2 2026, buying an estimated $65.1K and bringing the position to 2,581 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #121.

Clark Asset Management first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $732K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Clark Asset Management held 2,581 shares of McDonald's worth $698K as of Q2 2026.
  • Clark Asset Management bought 227 McDonald's shares in Q2 2026, an estimated $65.1K.
  • McDonald's made up 0.05% of Clark Asset Management's portfolio in Q2 2026, its #121 holding.
  • Clark Asset Management first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • Clark Asset Management's McDonald's position peaked at $732K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.