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Clear Investment Research’s McDonald's MCD Stock Holding History

Clear Investment Research’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
Q1 		$43.6K Buy
+140
New +$44.6K 0.07% 115
2025
Q4 		– Sell
-140
Closed -$42.6K – 159
2025
Q3 		$42.6K Buy
140
+33
+31% +$10K 0.06% 129
2025
Q2 		$31.4K Hold
107
– – 0.04% 127
2025
Q1 		$33.5K Hold
107
– – 0.04% 125
2024
Q4 		$31.1K Hold
107
– – 0.04% 127
2024
Q3 		$32.7K Hold
107
– – 0.04% 124
2024
Q2 		$27.4K Buy
107
+1
+0.9% +$265 0.04% 123
2024
Q1 		$30.1K Sell
106
-22
-17% -$6.4K 0.04% 122
2023
Q4 		$38K Buy
+128
New +$34.8K 0.05% 121
2019
Q4 		– Sell
-12
Closed -$3K – 262
2019
Q3 		$3K Hold
12
– – 0.01% 96
2019
Q2 		$2K Hold
12
– – ﹤0.01% 115
2019
Q1 		$2K Hold
12
– – ﹤0.01% 110
2018
Q4 		$2K Hold
12
– – ﹤0.01% 101
2018
Q3 		$2K Buy
+12
New +$1.92K ﹤0.01% 114

Other funds holding MCD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return