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Smallwood Wealth Investment Management’s McDonald's MCD Stock Holding History

Smallwood Wealth Investment 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 		$195K Hold
722
– – 0.09% 95
2026
Q1 		$225K Hold
722
– – 0.12% 74
2025
Q4 		$221K Hold
722
– – 0.12% 76
2025
Q3 		$220K Sell
722
-3
-0.4% -$913 0.11% 81
2025
Q2 		$212K Buy
725
+3
+0.4% +$925 0.12% 75
2025
Q1 		$226K Hold
722
– – 0.14% 70
2024
Q4 		$209K Buy
722
+50
+7% +$14.9K 0.14% 77
2024
Q3 		$205K Buy
+672
New +$185K 0.15% 69

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Smallwood Wealth Investment Management's MCD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its McDonald's (MCD) position steady in Q2 2026 at 722 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #95.

Smallwood Wealth Investment Management first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $226K in Q1 2025. 1,313 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Smallwood Wealth Investment Management held 722 shares of McDonald's worth $195K as of Q2 2026.
  • Smallwood Wealth Investment Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #95 holding.
  • Smallwood Wealth Investment Management first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Smallwood Wealth Investment Management's McDonald's position peaked at $226K in Q1 2025.
  • 1,313 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.