Cliftonlarsonallen Wealth Advisors 13F: Exits MCD Stake

Cliftonlarsonallen Wealth Advisors sold its entire stake in McDonald's Corporation (NYSE: MCD), getting rid of all 10,806 shares it held. Institutional filings provide a look back at past portfolio adjustments and may not reflect current holdings.

Inside Cliftonlarsonallen Wealth Advisors's McDonald's Trade

The wealth management firm closed its position completely, cutting its 10,806 shares down to zero for a 100% reduction. Because 13F filings are backward-looking documents submitted to regulators, this exit took place during the reported quarter and does not guarantee the firm's current stance on the restaurant chain.

Other Institutional Activity in McDonald's

Blackrock Inc. grew its holdings by 83,030 shares, ending with 55,436,039 shares worth about $13,469,294,463. Vanguard Capital Management LLC grew its holdings by 180,244 shares, ending with 46,396,692 shares worth about $11,273,004,311. State Street Corporation grew its holdings by 648,407 shares, ending with 36,080,505 shares worth about $8,766,480,343. JPMORGAN CHASE & CO reduced its holdings by 5,731,058 shares, ending with 31,923,726 shares worth about $7,756,507,745. Vanguard Portfolio Management LLC reduced its holdings by 322,865 shares, ending with 18,781,589 shares worth about $4,563,362,702.

McDonald's Corporation Stock Up 1.8%

McDonald's shares recently traded around $242.57, sitting below both the 50-day and 200-day moving averages. The stock trades below its 52-week high of $341.75 and above its low of $229.20.

Recent Earnings

McDonald's reported trailing twelve month revenue of $27.7 billion alongside earnings of $12.31 per share. The company posted a net profit margin of 31.7% and year-over-year revenue growth of 3.7%. The next earnings report is scheduled for November 4, 2026.

Dividend

McDonald's pays an annual dividend yielding 3.18%, backed by a payout ratio of 59.7%.

Insider Buying and Selling at McDonald's Corporation

Joseph M Erlinger sold 333 shares on April 23, 2026, at $302.72 for a total of $100,806. Joseph M Erlinger sold 333 shares on May 26, 2026, at $280.11 for a total of $93,277. Desiree Ann Ralls-Morrison sold 2,763 shares on May 28, 2026, at $278.36 for a total of $769,109. Joseph M Erlinger sold 5,252 shares on June 10, 2026, at $284.32 for a total of $1,493,249.

Analysts Set New Price Targets

On September 29, 2026, JP Morgan maintained an Overweight rating with a $250.0 target. On October 5, 2026, Wells Fargo maintained an Overweight rating with a $270.0 target. On October 5, 2026, Guggenheim maintained a Neutral rating with a $250.0 target. On October 6, 2026, Keybanc maintained an Overweight rating with a $280.0 target. On October 8, 2026, Bernstein maintained a Market Perform rating with a $250.0 target. Wall Street maintains a consensus buy recommendation with 29 analysts offering opinions and an average price target of $292.03.

About McDonald's

McDonald's Corporation operates and franchises quick-service restaurants around the world. The company serves a familiar menu of burgers, chicken items, fries, breakfast foods, and beverages across global markets.

Bottom Line

Investors will look toward the upcoming earnings release on November 4, 2026, for fresh updates on the company's financial health. Regulatory filings like this one show past shifts in institutional portfolios rather than active real-time trades.