SSWM
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Sheets Smith Wealth Management’s McDonald's MCD Stock Holding History

Sheets Smith Wealth Management’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 		$918K Buy
3,396
+2
+0.1% +$573 0.09% 215
2026
Q1 		$1.05M Buy
3,394
+16
+0.5% +$5.1K 0.12% 182
2025
Q4 		$1.03M Sell
3,378
-45
-1% -$13.8K 0.11% 176
2025
Q3 		$1.04M Sell
3,423
-181
-5% -$55.1K 0.12% 167
2025
Q2 		$1.05M Buy
3,604
+35
+1% +$10.8K 0.12% 157
2025
Q1 		$1.11M Sell
3,569
-33
-0.9% -$9.87K 0.14% 144
2024
Q4 		$1.04M Buy
3,602
+23
+0.6% +$6.86K 0.13% 153
2024
Q3 		$1.09M Sell
3,579
-498
-12% -$137K 0.13% 148
2024
Q2 		$1.04M Buy
4,077
+2
+0% +$531 0.12% 157
2024
Q1 		$1.15M Buy
4,075
+10
+0.2% +$2.91K 0.13% 153
2023
Q4 		$1.21M Buy
4,065
+101
+3% +$27.5K 0.17% 122
2023
Q3 		$1.04M Sell
3,964
-23
-0.6% -$6.56K 0.16% 133
2023
Q2 		$1.19M Buy
3,987
+2
+0.1% +$581 0.17% 121
2023
Q1 		$1.11M Buy
3,985
+2
+0.1% +$536 0.17% 119
2022
Q4 		$1.05M Buy
3,983
+79
+2% +$20.8K 0.16% 122
2022
Q3 		$901K Sell
3,904
-29
-0.7% -$7.41K 0.15% 136
2022
Q2 		$971K Sell
3,933
-198
-5% -$48.8K 0.16% 130
2022
Q1 		$1.02M Sell
4,131
-108
-3% -$26.9K 0.14% 139
2021
Q4 		$1.14M Sell
4,239
-46
-1% -$11.6K 0.14% 142
2021
Q3 		$1.03M Sell
4,285
-147
-3% -$35.1K 0.14% 144
2021
Q2 		$1.02M Sell
4,432
-1
-0% -$233 0.14% 147
2021
Q1 		$994K Buy
4,433
+87
+2% +$18.6K 0.15% 144
2020
Q4 		$933K Sell
4,346
-154
-3% -$33.5K 0.14% 140
2020
Q3 		$988K Sell
4,500
-73
-2% -$15K 0.17% 117
2020
Q2 		$844K Sell
4,573
-226
-5% -$41.4K 0.17% 118
2020
Q1 		$794K Buy
4,799
+1,032
+27% +$203K 0.17% 127
2019
Q4 		$744K Sell
3,767
-260
-6% -$51.6K 0.14% 154
2019
Q3 		$865K Sell
4,027
-680
-14% -$146K 0.18% 137
2019
Q2 		$977K Sell
4,707
-131
-3% -$25.9K 0.2% 125
2019
Q1 		$919K Sell
4,838
-41
-0.8% -$7.44K 0.2% 132
2018
Q4 		$866K Buy
4,879
+10
+0.2% +$1.77K 0.23% 112
2018
Q3 		$814K Sell
4,869
-1,713
-26% -$275K 0.17% 150
2018
Q2 		$1.03M Buy
6,582
+11
+0.2% +$1.78K 0.24% 102
2018
Q1 		$1.03M Buy
6,571
+11
+0.2% +$1.81K 0.25% 109
2017
Q4 		$1.13M Buy
6,560
+10
+0.2% +$1.68K 0.27% 107
2017
Q3 		$1.03M Buy
6,550
+61
+0.9% +$9.56K 0.26% 105
2017
Q2 		$994K Buy
6,489
+10
+0.2% +$1.45K 0.26% 108
2017
Q1 		$840K Sell
6,479
-28
-0.4% -$3.51K 0.22% 128
2016
Q4 		$792K Sell
6,507
-266
-4% -$31.2K 0.22% 126
2016
Q3 		$781K Buy
6,773
+15
+0.2% +$1.78K 0.22% 141
2016
Q2 		$813K Sell
6,758
-186
-3% -$23.3K 0.24% 142
2016
Q1 		$873K Sell
6,944
-19
-0.3% -$2.27K 0.27% 105
2015
Q4 		$823K Buy
6,963
+16
+0.2% +$1.79K 0.25% 112
2015
Q3 		$685K Buy
6,947
+17
+0.2% +$1.66K 0.23% 117
2015
Q2 		$659K Sell
6,930
-256
-4% -$24.8K 0.18% 144
2015
Q1 		$700K Buy
7,186
+17
+0.2% +$1.61K 0.19% 148
2014
Q4 		$672K Buy
7,169
+271
+4% +$25.4K 0.18% 158
2014
Q3 		$654K Buy
6,898
+112
+2% +$10.7K 0.18% 153
2014
Q2 		$684K Buy
6,786
+140
+2% +$14.1K 0.18% 163
2014
Q1 		$652K Buy
6,646
+145
+2% +$13.9K 0.18% 154
2013
Q4 		$631K Buy
6,501
+102
+2% +$9.8K 0.17% 154
2013
Q3 		$616K Sell
6,399
-248
-4% -$24.2K 0.2% 144
2013
Q2 		$658K Buy
+6,647
New +$666K 0.22% 125

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return