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 Q2	–	Sell	-140	Closed	-$43.6K	–	145
2026 Q1	$43.6K	Buy	+140	New	+$44.6K	0.07%	115
2025 Q4	–	Sell	-140	Closed	-$42.6K	–	155
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 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

Clear Investment Research's MCD Position: Q2 2026 in Review

Clear Investment Research sold out of McDonald's (MCD) in Q2 2026, closing a stake of 140 shares — an estimated $43.6K sold.

Clear Investment Research first reported a position in MCD in Q3 2018 and held it in 14 quarters. The position peaked at $43.6K in Q1 2026. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Clear Investment Research reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 140 McDonald's shares in Q2 2026, an estimated $43.6K.
Clear Investment Research first reported a position in McDonald's in Q3 2018 and held it in 14 quarters.
Clear Investment Research's McDonald's position peaked at $43.6K in Q1 2026.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.