CCFM
MCD icon

Clear Creek Financial Management’s McDonald's MCD Stock Holding History

Clear Creek Financial 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 		$589K Sell
2,180
-137
-6% -$39.3K 0.04% 371
2026
Q1 		$720K Sell
2,317
-47
-2% -$15K 0.06% 310
2025
Q4 		$723K Sell
2,364
-11
-0.5% -$3.37K 0.06% 294
2025
Q3 		$722K Sell
2,375
-90
-4% -$27.4K 0.06% 293
2025
Q2 		$720K Buy
2,465
+275
+13% +$84.8K 0.07% 284
2025
Q1 		$684K Buy
2,190
+868
+66% +$260K 0.07% 259
2024
Q4 		$383K Buy
1,322
+22
+2% +$6.56K 0.04% 338
2024
Q3 		$396K Buy
1,300
+35
+3% +$9.65K 0.04% 300
2024
Q2 		$322K Sell
1,265
-29
-2% -$7.69K 0.04% 326
2024
Q1 		$365K Sell
1,294
-87
-6% -$25.3K 0.05% 293
2023
Q4 		$409K Sell
1,381
-185
-12% -$50.4K 0.07% 217
2023
Q3 		$412K Buy
1,566
+378
+32% +$108K 0.07% 193
2023
Q2 		$355K Hold
1,188
– – 0.06% 219
2023
Q1 		$332K Buy
1,188
+96
+9% +$25.7K 0.06% 213
2022
Q4 		$288K Buy
+1,092
New +$288K 0.06% 219
2022
Q3 		– Sell
-822
Closed -$203K – 304
2022
Q2 		$203K Buy
+822
New +$202K 0.04% 279

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Clear Creek Financial Management's MCD Position: Q2 2026 in Review

Clear Creek Financial Management reduced its McDonald's (MCD) stake by 5.9% in Q2 2026, selling an estimated $39.3K and leaving 2,180 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #371.

Clear Creek Financial Management first reported a position in MCD in Q2 2022 and has held it in 16 quarters since. The position peaked at $723K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Clear Creek Financial Management held 2,180 shares of McDonald's worth $589K as of Q2 2026.
  • Clear Creek Financial Management sold 137 McDonald's shares in Q2 2026, an estimated $39.3K.
  • McDonald's made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #371 holding.
  • Clear Creek Financial Management first reported a position in McDonald's in Q2 2022 and has held it in 16 quarters since.
  • Clear Creek Financial Management's McDonald's position peaked at $723K in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.