Robinson Smith Wealth Advisors’s McDonald's MCD Stock Holding History

Robinson Smith Wealth 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
2025 Q4	–	Sell	-687	Closed	-$209K	–	89
2025 Q3	$209K	Sell	687 -15	-2%	-$4.57K	0.15%	85
2025 Q2	$205K	Buy	702 +1	+0.1%	+$308	0.16%	87
2025 Q1	$219K	Sell	701 -32	-4%	-$9.57K	0.18%	82
2024 Q4	$212K	Hold	733	–	–	0.18%	75
2024 Q3	$223K	Sell	733 -106	-13%	-$29.2K	0.19%	78
2024 Q2	$214K	Buy	839 +96	+13%	+$25.5K	0.19%	82
2024 Q1	$209K	Sell	743 -89	-11%	-$25.9K	0.2%	77
2023 Q4	$247K	Buy	+832	New	+$226K	0.24%	74

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 $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Robinson Smith Wealth Advisors's MCD Position: Q4 2025 in Review

Robinson Smith Wealth Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 687 shares — an estimated $209K sold.

Robinson Smith Wealth Advisors first reported a position in MCD in Q4 2023 and held it in 8 quarters. The position peaked at $247K in Q4 2023. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Robinson Smith Wealth Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Robinson Smith Wealth Advisors sold 687 McDonald's shares in Q4 2025, an estimated $209K.
Robinson Smith Wealth Advisors first reported a position in McDonald's in Q4 2023 and held it in 8 quarters.
Robinson Smith Wealth Advisors's McDonald's position peaked at $247K in Q4 2023.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.