Clark Wealth Partners
MCD icon

Clark Wealth Partners’s McDonald's MCD Stock Holding History

Clark Wealth Partners’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
Q3 		$1.17M Buy
5,054
+914
+22% +$241K 0.61% 23
2026
Q2 		$1.12M Sell
4,140
-9
-0.2% -$2.58K 0.63% 24
2026
Q1 		$1.29M Sell
4,149
-351
-8% -$112K 0.87% 14
2025
Q4 		$1.38M Hold
4,500
– – 0.84% 14
2025
Q3 		$1.38M Buy
4,500
+75
+2% +$22.8K 0.84% 14
2025
Q2 		$1.29M Buy
4,425
+3
+0.1% +$925 0.87% 15
2025
Q1 		$1.38M Buy
4,422
+3
+0.1% +$897 1.02% 14
2024
Q4 		$1.28M Buy
+4,419
New +$1.32M 0.99% 13

Other funds holding MCD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Clark Wealth Partners's MCD Position: Q3 2026 in Review

Clark Wealth Partners increased its McDonald's (MCD) stake by 22% in Q3 2026, buying an estimated $241K and bringing the position to 5,054 shares worth $1.17M. The position accounts for 0.61% of the portfolio, ranked #23.

Clark Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q1 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Clark Wealth Partners held 5,054 shares of McDonald's worth $1.17M as of Q3 2026.
  • Clark Wealth Partners bought 914 McDonald's shares in Q3 2026, an estimated $241K.
  • McDonald's made up 0.61% of Clark Wealth Partners's portfolio in Q3 2026, its #23 holding.
  • Clark Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's McDonald's position peaked at $1.38M in Q1 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.