St. Clair Advisors’s McDonald's MCD Stock Holding History

St. Clair 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	–	Sell	-677	Closed	-$210K	–	81
2026 Q1	$210K	Sell	677 -150	-18%	-$47.8K	0.06%	82
2025 Q4	$253K	Hold	827	–	–	0.07%	77
2025 Q3	$251K	Buy	827 +12	+1%	+$3.65K	0.07%	75
2025 Q2	$238K	Hold	815	–	–	0.06%	77
2025 Q1	$255K	Hold	815	–	–	0.07%	75
2024 Q4	$236K	Hold	815	–	–	0.07%	77
2024 Q3	$248K	Hold	815	–	–	0.07%	76
2024 Q2	$208K	Hold	815	–	–	0.07%	76
2024 Q1	$230K	Hold	815	–	–	0.07%	76
2023 Q4	$242K	Hold	815	–	–	0.08%	77
2023 Q3	$215K	Hold	815	–	–	0.08%	79
2023 Q2	$243K	Hold	815	–	–	0.09%	77
2023 Q1	$228K	Buy	+815	New	+$218K	0.1%	76

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 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

St. Clair Advisors's MCD Position: Q2 2026 in Review

St. Clair Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 677 shares — an estimated $210K sold.

St. Clair Advisors first reported a position in MCD in Q1 2023 and held it in 13 quarters. The position peaked at $255K in Q1 2025. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

St. Clair Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
St. Clair Advisors sold 677 McDonald's shares in Q2 2026, an estimated $210K.
St. Clair Advisors first reported a position in McDonald's in Q1 2023 and held it in 13 quarters.
St. Clair Advisors's McDonald's position peaked at $255K in Q1 2025.
895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.