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Clearview Wealth Advisors’s McDonald's MCD Stock Holding History

Clearview Wealth 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
2025
Q4 		$490K Sell
1,605
-61
-4% -$18.7K 0.31% 59
2025
Q3 		$506K Sell
1,666
-42
-2% -$12.8K 0.32% 60
2025
Q2 		$499K Sell
1,708
-8
-0.5% -$2.47K 0.35% 55
2025
Q1 		$536K Sell
1,716
-52
-3% -$15.6K 0.4% 50
2024
Q4 		$512K Sell
1,768
-12
-0.7% -$3.58K 0.39% 48
2024
Q3 		$542K Sell
1,780
-49
-3% -$13.5K 0.42% 48
2024
Q2 		$466K Sell
1,829
-82
-4% -$21.8K 0.41% 50
2024
Q1 		$539K Sell
1,911
-82
-4% -$23.8K 0.55% 43
2023
Q4 		$591K Buy
1,993
+2
+0.1% +$544 0.69% 48
2023
Q3 		$524K Sell
1,991
-56
-3% -$16K 0.65% 58
2023
Q2 		$611K Sell
2,047
-16
-0.8% -$4.65K 0.62% 48
2023
Q1 		$577K Sell
2,063
-757
-27% -$203K 0.58% 51
2022
Q4 		$743K Buy
2,820
+1
+0% +$264 0.57% 42
2022
Q3 		$651K Buy
2,819
+37
+1% +$9.46K 0.52% 35
2022
Q2 		$687K Buy
2,782
+100
+4% +$24.6K 0.51% 35
2022
Q1 		$663K Buy
2,682
+172
+7% +$42.8K 0.44% 42
2021
Q4 		$673K Sell
2,510
-1,229
-33% -$310K 0.41% 55
2021
Q3 		$901K Buy
3,739
+193
+5% +$46.1K 0.57% 37
2021
Q2 		$819K Sell
3,546
-1
-0% -$233 0.51% 43
2021
Q1 		$795K Buy
3,547
+75
+2% +$16K 0.52% 45
2020
Q4 		$745K Buy
+3,472
New +$755K 0.5% 43

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearview Wealth Advisors's MCD Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its McDonald's (MCD) stake by 3.7% in Q4 2025, selling an estimated $18.7K and leaving 1,605 shares worth $490K. The position accounts for 0.31% of the portfolio, ranked #59.

Clearview Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $901K in Q3 2021. 3,581 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Clearview Wealth Advisors held 1,605 shares of McDonald's worth $490K as of Q4 2025.
  • Clearview Wealth Advisors sold 61 McDonald's shares in Q4 2025, an estimated $18.7K.
  • McDonald's made up 0.31% of Clearview Wealth Advisors's portfolio in Q4 2025, its #59 holding.
  • Clearview Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's McDonald's position peaked at $901K in Q3 2021.
  • 3,581 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.