Clayton Financial Group’s McDonald's MCD Stock Holding History

Clayton Financial Group’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	–	Sell	-276	Closed	-$85.8K	–	369
2026 Q1	$85.8K	Hold	276	–	–	0.04%	109
2025 Q4	$84.4K	Buy	276 +275	+27,500%	+$84.2K	0.04%	117
2025 Q3	$319	Buy	+1	New	+$304	﹤0.01%	275

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

Clayton Financial Group's MCD Position: Q2 2026 in Review

Clayton Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 276 shares — an estimated $85.8K sold.

Clayton Financial Group first reported a position in MCD in Q3 2025 and held it in 3 quarters. The position peaked at $85.8K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Clayton Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 276 McDonald's shares in Q2 2026, an estimated $85.8K.
Clayton Financial Group first reported a position in McDonald's in Q3 2025 and held it in 3 quarters.
Clayton Financial Group's McDonald's position peaked at $85.8K in Q1 2026.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.