Claro Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.11M | Sell |
9,153
-1,974
| -18% | -$520K | 0.21% | 83 |
|
|
2026
Q2 | $3.01M | Sell |
11,127
-294
| -3% | -$84.3K | 0.32% | 60 |
|
|
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 | $1.26M | 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
Claro Advisors's MCD Position: Q3 2026 in Review
Claro Advisors reduced its McDonald's (MCD) stake by 18% in Q3 2026, selling an estimated $520K and leaving 9,153 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #83.
Claro Advisors first reported a position in MCD in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.45M in Q3 2024. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.
- Claro Advisors held 9,153 shares of McDonald's worth $2.11M as of Q3 2026.
- Claro Advisors sold 1,974 McDonald's shares in Q3 2026, an estimated $520K.
- McDonald's made up 0.21% of Claro Advisors's portfolio in Q3 2026, its #83 holding.
- Claro Advisors first reported a position in McDonald's in Q4 2018 and has held it in 32 quarters since.
- Claro Advisors's McDonald's position peaked at $4.45M in Q3 2024.
- 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.
Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.