Clay Northam Wealth Management’s McDonald's MCD Stock Holding History

Clay Northam Wealth Management’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	$217K	Hold	803	–	–	0.11%	103
2026 Q1	$250K	Hold	803	–	–	0.14%	87
2025 Q4	$245K	Hold	803	–	–	0.14%	86
2025 Q3	$244K	Sell	803 -2	-0.2%	-$609	0.14%	86
2025 Q2	$235K	Sell	805 -1	-0.1%	-$308	0.15%	75
2025 Q1	$252K	Buy	806 +6	+0.8%	+$1.79K	0.18%	69
2024 Q4	$232K	Hold	800	–	–	0.15%	83
2024 Q3	$244K	Buy	800 +8	+1%	+$2.21K	0.17%	76
2024 Q2	$202K	Hold	792	–	–	0.15%	84
2024 Q1	$223K	Hold	792	–	–	0.18%	81
2023 Q4	$235K	Hold	792	–	–	0.21%	71
2023 Q3	$209K	Hold	792	–	–	0.21%	72
2023 Q2	$236K	Hold	792	–	–	0.22%	67
2023 Q1	$221K	Hold	792	–	–	0.23%	69
2022 Q4	$209K	Buy	+792	New	+$209K	0.24%	70
2022 Q1	–	Sell	-792	Closed	-$212K	–	88
2021 Q4	$212K	Buy	+792	New	+$200K	0.2%	85

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clay Northam Wealth Management's MCD Position: Q2 2026 in Review

Clay Northam Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 803 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #103.

Clay Northam Wealth Management first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. The position peaked at $252K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Clay Northam Wealth Management held 803 shares of McDonald's worth $217K as of Q2 2026.
Clay Northam Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.11% of Clay Northam Wealth Management's portfolio in Q2 2026, its #103 holding.
Clay Northam Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
Clay Northam Wealth Management's McDonald's position peaked at $252K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.