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Claro Advisors’s McDonald's MCD Stock Holding History

Claro 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
Q1 		$3.55M Buy
11,421
+258
+2% +$82.2K 0.43% 51
2025
Q4 		$3.41M Buy
11,163
+141
+1% +$43.2K 0.46% 44
2025
Q3 		$3.35M Buy
11,022
+46
+0.4% +$14K 0.49% 41
2025
Q2 		$3.21M Sell
10,976
-2,616
-19% -$806K 0.53% 44
2025
Q1 		$4.25M Buy
13,592
+65
+0.5% +$19.4K 0.57% 32
2024
Q4 		$3.92M Sell
13,527
-1,093
-7% -$326K 0.53% 34
2024
Q3 		$4.45M Buy
14,620
+953
+7% +$263K 0.58% 31
2024
Q2 		$3.48M Sell
13,667
-192
-1% -$50.9K 0.54% 33
2024
Q1 		$3.91M Buy
13,859
+452
+3% +$131K 0.68% 30
2023
Q4 		$3.98M Buy
13,407
+400
+3% +$109K 0.86% 21
2023
Q3 		$3.43M Buy
13,007
+757
+6% +$216K 0.86% 24
2023
Q2 		$3.66M Buy
12,250
+689
+6% +$200K 0.91% 19
2023
Q1 		$3.23M Buy
11,561
+94
+0.8% +$25.2K 0.95% 15
2022
Q4 		$3.02M Buy
11,467
+2,105
+22% +$555K 0.99% 18
2022
Q3 		$2.31M Hold
9,362
– – 0.92% 24
2022
Q2 		$2.31M Buy
9,362
+1,092
+13% +$269K 0.92% 24
2022
Q1 		$2.22M Hold
8,270
– – 0.8% 25
2021
Q4 		$2.22M Buy
8,270
+162
+2% +$40.9K 0.8% 25
2021
Q3 		$1.96M Buy
8,108
+205
+3% +$48.9K 0.82% 24
2021
Q2 		$1.83M Buy
7,903
+62
+0.8% +$14.4K 0.82% 24
2021
Q1 		$1.76M Buy
7,841
+755
+11% +$161K 0.89% 25
2020
Q4 		$1.52M Buy
7,086
+225
+3% +$48.9K 0.81% 25
2020
Q3 		$1.51M Buy
6,861
+60
+0.9% +$12.3K 0.95% 18
2020
Q2 		$1.25M Buy
6,801
+154
+2% +$28.2K 0.86% 23
2020
Q1 		$1.1M Sell
6,647
-1,996
-23% -$393K 1.02% 19
2019
Q4 		$1.71M Buy
8,643
+256
+3% +$50.8K 1.31% 17
2019
Q3 		$1.8M Sell
8,387
-82
-1% -$17.6K 1.6% 10
2019
Q2 		$1.76M Buy
8,469
+300
+4% +$59.4K 1.62% 12
2019
Q1 		$1.55M Sell
8,169
-343
-4% -$62.2K 1.53% 13
2018
Q4 		$1.42M Buy
+8,512
New +$1.51M 1.14% 13

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Claro Advisors's MCD Position: Q1 2026 in Review

Claro Advisors increased its McDonald's (MCD) stake by 2.3% in Q1 2026, buying an estimated $82.2K and bringing the position to 11,421 shares worth $3.55M. The position accounts for 0.43% of the portfolio, ranked #51.

Claro Advisors first reported a position in MCD in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.45M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Claro Advisors held 11,421 shares of McDonald's worth $3.55M as of Q1 2026.
  • Claro Advisors bought 258 McDonald's shares in Q1 2026, an estimated $82.2K.
  • McDonald's made up 0.43% of Claro Advisors's portfolio in Q1 2026, its #51 holding.
  • Claro Advisors first reported a position in McDonald's in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's McDonald's position peaked at $4.45M in Q3 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.