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Clearstead Advisors’s McDonald's MCD Stock Holding History

Clearstead 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
Q1 		$13.9M Sell
44,757
-1,286
-3% -$410K 0.13% 135
2025
Q4 		$14.1M Buy
46,043
+2,435
+6% +$746K 0.18% 107
2025
Q3 		$13.3M Sell
43,608
-447
-1% -$136K 0.17% 115
2025
Q2 		$12.9M Buy
44,055
+2,550
+6% +$786K 0.18% 107
2025
Q1 		$13M Sell
41,505
-479
-1% -$143K 0.2% 103
2024
Q4 		$12.2M Sell
41,984
-1,936
-4% -$577K 0.18% 116
2024
Q3 		$13.4M Buy
43,920
+138
+0.3% +$38K 0.21% 102
2024
Q2 		$11.2M Buy
43,782
+7,423
+20% +$1.97M 0.19% 111
2024
Q1 		$9.86M Sell
36,359
-289
-0.8% -$84K 0.49% 41
2023
Q4 		$10.9M Sell
36,648
-42,088
-53% -$11.5M 0.58% 36
2023
Q3 		$20.7M Buy
78,736
+44,354
+129% +$12.7M 0.6% 40
2023
Q2 		$10.3M Buy
34,382
+13,641
+66% +$3.96M 0.62% 37
2023
Q1 		$5.8M Buy
20,741
+2,125
+11% +$569K 0.42% 50
2022
Q4 		$4.91M Buy
18,616
+847
+5% +$223K 0.38% 57
2022
Q3 		$4.1M Sell
17,769
-7,766
-30% -$1.98M 0.38% 59
2022
Q2 		$6.3M Buy
25,535
+403
+2% +$99.3K 0.49% 48
2022
Q1 		$6.21M Buy
25,132
+203
+0.8% +$50.6K 0.42% 51
2021
Q4 		$6.68M Buy
24,929
+828
+3% +$209K 0.45% 46
2021
Q3 		$5.81M Buy
24,101
+195
+0.8% +$46.5K 0.43% 50
2021
Q2 		$5.52M Buy
23,906
+525
+2% +$122K 0.43% 52
2021
Q1 		$5.24M Buy
23,381
+253
+1% +$54.1K 0.44% 50
2020
Q4 		$4.96M Buy
23,128
+6,345
+38% +$1.38M 0.45% 48
2020
Q3 		$3.68M Sell
16,783
-260
-2% -$53.4K 0.39% 56
2020
Q2 		$3.14M Buy
17,043
+56
+0.3% +$10.3K 0.36% 59
2020
Q1 		$2.81M Sell
16,987
-232
-1% -$45.7K 0.41% 52
2019
Q4 		$3.4M Buy
17,219
+312
+2% +$61.9K 0.41% 59
2019
Q3 		$3.63M Sell
16,907
-153
-0.9% -$32.8K 0.49% 53
2019
Q2 		$3.54M Buy
17,060
+967
+6% +$192K 0.47% 52
2019
Q1 		$3.06M Buy
16,093
+535
+3% +$97.1K 0.42% 57
2018
Q4 		$2.76M Buy
15,558
+681
+5% +$121K 0.43% 57
2018
Q3 		$2.49M Buy
14,877
+325
+2% +$52.1K 0.34% 58
2018
Q2 		$2.28M Buy
14,552
+901
+7% +$146K 0.33% 61
2018
Q1 		$2.13M Sell
13,651
-9,459
-41% -$1.56M 0.31% 62
2017
Q4 		$3.98M Sell
23,110
-3,818
-14% -$641K 0.54% 45
2017
Q3 		$4.22M Sell
26,928
-21
-0.1% -$3.29K 0.55% 42
2017
Q2 		$4.13M Sell
26,949
-4,588
-15% -$663K 0.6% 37
2017
Q1 		$4.09M Sell
31,537
-3,275
-9% -$411K 0.59% 38
2016
Q4 		$4.24M Buy
+34,812
New +$4.08M 0.69% 32

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Clearstead Advisors's MCD Position: Q1 2026 in Review

Clearstead Advisors reduced its McDonald's (MCD) stake by 2.8% in Q1 2026, selling an estimated $410K and leaving 44,757 shares worth $13.9M. The position accounts for 0.13% of the portfolio, ranked #135.

Clearstead Advisors first reported a position in MCD in Q4 2016 and has held it in 38 quarters since. The position peaked at $20.7M in Q3 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Clearstead Advisors held 44,757 shares of McDonald's worth $13.9M as of Q1 2026.
  • Clearstead Advisors sold 1,286 McDonald's shares in Q1 2026, an estimated $410K.
  • McDonald's made up 0.13% of Clearstead Advisors's portfolio in Q1 2026, its #135 holding.
  • Clearstead Advisors first reported a position in McDonald's in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's McDonald's position peaked at $20.7M in Q3 2023.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.