Fundsmith LLP’s McDonald's MCD Stock Holding History

Fundsmith LLP’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	-94,403	Closed	-$28.7M	–	41
2024 Q3	$28.7M	Buy	94,403 +1,032	+1%	+$284K	0.11%	40
2024 Q2	$23.8M	Sell	93,371 -246	-0.3%	-$65.3K	0.1%	40
2024 Q1	$26.4M	Buy	93,617 +1,122	+1%	+$326K	0.1%	40
2023 Q4	$27.4M	Buy	92,495 +175	+0.2%	+$47.6K	0.11%	39
2023 Q3	$24.3M	Buy	+92,320	New	+$26.3M	0.11%	38
2018 Q3	–	Sell	-12,080,320	Closed	-$1.19B	–	18
2018 Q2	$1.19B	Buy	+12,080,320	New	+$1.96B	8.87%	2
2015 Q1	–	Sell	-6,116,468	Closed	-$284M	–	21
2014 Q4	$284M	Buy	6,116,468 +627,492	+11%	+$58.7M	10.13%	1
2014 Q3	$254M	Buy	5,488,976 +232,700	+4%	+$22.2M	10.88%	1
2014 Q2	$219M	Buy	5,256,276 +966,246	+23%	+$97.5M	10.12%	1
2014 Q1	$176M	Buy	4,290,030 +147,767	+4%	+$14.1M	9.23%	3
2013 Q4	$155M	Buy	4,142,263 +47,802	+1%	+$4.59M	9.62%	2
2013 Q3	$136M	Buy	4,094,461 +3,666,462	+857%	+$358M	9.07%	3
2013 Q2	$42.4M	Buy	+427,999	New	+$42.9M	2.98%	15

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fundsmith LLP's MCD Position: Q4 2024 in Review

Fundsmith LLP sold out of McDonald's (MCD) in Q4 2024, closing a stake of 94,403 shares — an estimated $28.7M sold.

Fundsmith LLP first reported a position in MCD in Q2 2013 and held it in 13 quarters. The position peaked at $1.19B in Q2 2018. 3,387 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Fundsmith LLP reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Fundsmith LLP sold 94,403 McDonald's shares in Q4 2024, an estimated $28.7M.
Fundsmith LLP first reported a position in McDonald's in Q2 2013 and held it in 13 quarters.
Fundsmith LLP's McDonald's position peaked at $1.19B in Q2 2018.
3,387 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

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