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Clear Trail Advisors’s McDonald's MCD Stock Holding History

Clear Trail Advisors’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 		$3.32M Sell
12,281
-992
-7% -$284K 0.51% 56
2026
Q1 		$4.13M Buy
13,273
+272
+2% +$86.7K 0.69% 44
2025
Q4 		$3.97M Buy
+13,001
New +$3.98M 0.92% 33

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clear Trail Advisors's MCD Position: Q2 2026 in Review

Clear Trail Advisors reduced its McDonald's (MCD) stake by 7.5% in Q2 2026, selling an estimated $284K and leaving 12,281 shares worth $3.32M. The position accounts for 0.51% of the portfolio, ranked #56.

Clear Trail Advisors first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.13M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Clear Trail Advisors held 12,281 shares of McDonald's worth $3.32M as of Q2 2026.
  • Clear Trail Advisors sold 992 McDonald's shares in Q2 2026, an estimated $284K.
  • McDonald's made up 0.51% of Clear Trail Advisors's portfolio in Q2 2026, its #56 holding.
  • Clear Trail Advisors first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's McDonald's position peaked at $4.13M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.