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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Clune & Associates's MCD Position: Q2 2026 in Review

Clune & Associates reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $33K and leaving 3,358 shares worth $908K. The position accounts for 0.14% of the portfolio, ranked #89.

Clune & Associates first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 805 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Clune & Associates held 3,358 shares of McDonald's worth $908K as of Q2 2026.
  • Clune & Associates sold 115 McDonald's shares in Q2 2026, an estimated $33K.
  • McDonald's made up 0.14% of Clune & Associates's portfolio in Q2 2026, its #89 holding.
  • Clune & Associates first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's McDonald's position peaked at $1.08M in Q1 2026.
  • 805 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.