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Fundsmith Investment Services’s McDonald's MCD Stock Holding History

Fundsmith Investment Services’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
2024
Q4 		– Sell
-36,108
Closed -$11M – 33
2024
Q3 		$11M Buy
36,108
+1,963
+6% +$541K 0.14% 26
2024
Q2 		$8.7M Buy
34,145
+1,297
+4% +$344K 0.11% 28
2024
Q1 		$9.26M Buy
32,848
+2,404
+8% +$699K 0.12% 27
2023
Q4 		$9.03M Buy
30,444
+1,103
+4% +$300K 0.13% 25
2023
Q3 		$7.73M Buy
+29,341
New +$8.37M 0.12% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fundsmith Investment Services's MCD Position: Q4 2024 in Review

Fundsmith Investment Services sold out of McDonald's (MCD) in Q4 2024, closing a stake of 36,108 shares — an estimated $11M sold.

Fundsmith Investment Services first reported a position in MCD in Q3 2023 and held it in 5 quarters. The position peaked at $11M in Q3 2024. 3,389 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Fundsmith Investment Services reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Fundsmith Investment Services sold 36,108 McDonald's shares in Q4 2024, an estimated $11M.
  • Fundsmith Investment Services first reported a position in McDonald's in Q3 2023 and held it in 5 quarters.
  • Fundsmith Investment Services's McDonald's position peaked at $11M in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Fundsmith Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.