Clune & Associates’s McDonald's MCD Stock Holding History

Clune & Associates’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 Q3	$517K	Sell	2,240 -1,118	-33%	-$294K	0.08%	112
2026 Q2	$908K	Sell	3,358 -115	-3%	-$33K	0.14%	89
2026 Q1	$1.08M	Buy	3,473 +115	+3%	+$36.6K	0.2%	84
2025 Q4	$1.03M	Hold	3,358	–	–	0.22%	90
2025 Q3	$1.02M	Sell	3,358 -17	-0.5%	-$5.17K	0.26%	87
2025 Q2	$986K	Sell	3,375 -10	-0.3%	-$3.08K	0.27%	83
2025 Q1	$1.06M	Hold	3,385	–	–	0.32%	74
2024 Q4	$981K	Buy	+3,385	New	+$1.01M	0.33%	74

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Clune & Associates's MCD Position: Q3 2026 in Review

Clune & Associates reduced its McDonald's (MCD) stake by 33% in Q3 2026, selling an estimated $294K and leaving 2,240 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #112.

Clune & Associates first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 771 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Clune & Associates held 2,240 shares of McDonald's worth $517K as of Q3 2026.
Clune & Associates sold 1,118 McDonald's shares in Q3 2026, an estimated $294K.
McDonald's made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #112 holding.
Clune & Associates first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's McDonald's position peaked at $1.08M in Q1 2026.
771 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.