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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
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 $6.73T 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clark Wealth Partners's MCD Position: Q2 2026 in Review

Clark Wealth Partners reduced its McDonald's (MCD) stake by 0.22% in Q2 2026, selling an estimated $2.58K and leaving 4,140 shares worth $1.12M. The position accounts for 0.63% of the portfolio, ranked #24.

Clark Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q1 2025. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Clark Wealth Partners held 4,140 shares of McDonald's worth $1.12M as of Q2 2026.
  • Clark Wealth Partners sold 9 McDonald's shares in Q2 2026, an estimated $2.58K.
  • McDonald's made up 0.63% of Clark Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Clark Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's McDonald's position peaked at $1.38M in Q1 2025.
  • 3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.