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Smart Portfolios LLC’s McDonald's MCD Stock Holding History

Smart Portfolios LLC’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
Q1 		$707K Sell
2,275
-35
-2% -$11.2K 0.71% 49
2025
Q4 		$706K Sell
2,310
-20
-0.9% -$6.13K 0.7% 46
2025
Q3 		$708K Sell
2,330
-95
-4% -$28.9K 0.68% 47
2025
Q2 		$709K Sell
2,425
-15
-0.6% -$4.62K 0.71% 46
2025
Q1 		$762K Sell
2,440
-3
-0.1% -$897 0.83% 39
2024
Q4 		$708K Buy
2,443
+700
+40% +$209K 0.74% 43
2024
Q3 		$531K Sell
1,743
-20
-1% -$5.51K 0.54% 63
2024
Q2 		$449K Buy
1,763
+205
+13% +$54.4K 0.45% 67
2024
Q1 		$439K Buy
1,558
+300
+24% +$87.2K 0.46% 63
2023
Q4 		$364K Buy
+1,258
New +$342K 0.43% 62
2020
Q4 		– Sell
-1,195
Closed -$262K – 42
2020
Q3 		$262K Hold
1,195
– – 0.3% 33
2020
Q2 		$244K Buy
+1,195
New +$219K 0.27% 34
2020
Q1 		– Sell
-1,195
Closed -$236K – 42
2019
Q4 		$236K Hold
1,195
– – 0.21% 39
2019
Q3 		$231K Hold
1,195
– – 0.2% 41
2019
Q2 		$248K Hold
1,195
– – 0.23% 34
2019
Q1 		$227K Hold
1,195
– – 0.19% 43
2018
Q4 		$212K Sell
1,195
-57
-5% -$10.1K 0.16% 39
2018
Q3 		$209K Buy
1,252
+57
+5% +$9.13K 0.13% 42
2018
Q2 		$187K Hold
1,195
– – 0.12% 43
2018
Q1 		$187K Buy
+1,195
New +$197K 0.12% 41

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Smart Portfolios LLC's MCD Position: Q1 2026 in Review

Smart Portfolios LLC reduced its McDonald's (MCD) stake by 1.5% in Q1 2026, selling an estimated $11.2K and leaving 2,275 shares worth $707K. The position accounts for 0.71% of the portfolio, ranked #49.

Smart Portfolios LLC first reported a position in MCD in Q1 2018 and has held it in 20 quarters since. The position peaked at $762K in Q1 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Smart Portfolios LLC held 2,275 shares of McDonald's worth $707K as of Q1 2026.
  • Smart Portfolios LLC sold 35 McDonald's shares in Q1 2026, an estimated $11.2K.
  • McDonald's made up 0.71% of Smart Portfolios LLC's portfolio in Q1 2026, its #49 holding.
  • Smart Portfolios LLC first reported a position in McDonald's in Q1 2018 and has held it in 20 quarters since.
  • Smart Portfolios LLC's McDonald's position peaked at $762K in Q1 2025.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.