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Clarus Wealth Advisors’s McDonald's MCD Stock Holding History

Clarus Wealth 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
2024
Q2 		– Sell
-1,246
Closed -$335K – 140
2024
Q1 		$335K Buy
1,246
+37
+3% +$10.8K 0.19% 95
2023
Q4 		$356K Buy
+1,209
New +$329K 0.21% 88
2023
Q1 		– Sell
-1,424
Closed -$383K – 140
2022
Q4 		$383K Sell
1,424
-41
-3% -$10.8K 0.25% 85
2022
Q3 		$344K Buy
1,465
+289
+25% +$73.9K 0.25% 80
2022
Q2 		$298K Sell
1,176
-98
-8% -$24.1K 0.21% 81
2022
Q1 		$319K Buy
1,274
+26
+2% +$6.48K 0.2% 79
2021
Q4 		$326K Buy
1,248
+61
+5% +$15.4K 0.19% 79
2021
Q3 		$291K Buy
1,187
+11
+0.9% +$2.63K 0.18% 81
2021
Q2 		$277K Sell
1,176
-205
-15% -$47.7K 0.17% 82
2021
Q1 		$320K Sell
1,381
-519
-27% -$111K 0.2% 95
2020
Q4 		$407K Buy
1,900
+89
+5% +$19.4K 0.27% 71
2020
Q3 		$406K Sell
1,811
-268
-13% -$55K 0.31% 65
2020
Q2 		$386K Sell
2,079
-1,532
-42% -$281K 0.33% 65
2020
Q1 		$579K Sell
3,611
-165
-4% -$32.5K 0.58% 48
2019
Q4 		$787K Hold
3,776
– – 0.52% 48
2019
Q3 		$811K Sell
3,776
-599
-14% -$128K 0.59% 36
2019
Q2 		$909K Sell
4,375
-66
-1% -$13.1K 0.66% 23
2019
Q1 		$843K Sell
4,441
-213
-5% -$38.7K 0.63% 23
2018
Q4 		$826K Sell
4,654
-9
-0.2% -$1.6K 1.3% 9
2018
Q3 		$780K Sell
4,663
-1,690
-27% -$271K 0.51% 23
2018
Q2 		$993K Hold
6,353
– – 0.75% 18
2018
Q1 		$993K Sell
6,353
-417
-6% -$68.6K 0.92% 18
2017
Q4 		$1.17M Buy
+6,770
New +$1.14M 1.12% 16

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clarus Wealth Advisors's MCD Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,246 shares — an estimated $335K sold.

Clarus Wealth Advisors first reported a position in MCD in Q4 2017 and held it in 23 quarters. The position peaked at $1.17M in Q4 2017. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Clarus Wealth Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,246 McDonald's shares in Q2 2024, an estimated $335K.
  • Clarus Wealth Advisors first reported a position in McDonald's in Q4 2017 and held it in 23 quarters.
  • Clarus Wealth Advisors's McDonald's position peaked at $1.17M in Q4 2017.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.