SMART Wealth’s McDonald's MCD Stock Holding History

SMART Wealth’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	$344K	Sell	1,107 -692	-38%	-$220K	0.1%	151
2025 Q4	$550K	Buy	1,799 +697	+63%	+$213K	0.17%	109
2025 Q3	$335K	Sell	1,102 -7	-0.6%	-$2.13K	0.13%	110
2025 Q2	$324K	Buy	1,109 +106	+11%	+$32.7K	0.1%	133
2025 Q1	$313K	Sell	1,003 -777	-44%	-$232K	0.11%	123
2024 Q4	$516K	Sell	1,780 -377	-17%	-$112K	0.18%	101
2024 Q3	$657K	Sell	2,157 -139	-6%	-$38.3K	0.26%	84
2024 Q2	$585K	Buy	2,296 +498	+28%	+$132K	0.24%	71
2024 Q1	$507K	Buy	1,798 +551	+44%	+$160K	0.23%	66
2023 Q4	$370K	Buy	1,247 +382	+44%	+$104K	0.2%	54
2023 Q3	$228K	Hold	865	–	–	0.17%	63
2023 Q2	$258K	Buy	+865	New	+$251K	0.19%	67
2023 Q1	–	Sell	-876	Closed	-$231K	–	76
2022 Q4	$231K	Buy	+876	New	+$231K	0.17%	77

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

SMART Wealth's MCD Position: Q1 2026 in Review

SMART Wealth reduced its McDonald's (MCD) stake by 38% in Q1 2026, selling an estimated $220K and leaving 1,107 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #151.

SMART Wealth first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $657K in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

SMART Wealth held 1,107 shares of McDonald's worth $344K as of Q1 2026.
SMART Wealth sold 692 McDonald's shares in Q1 2026, an estimated $220K.
McDonald's made up 0.1% of SMART Wealth's portfolio in Q1 2026, its #151 holding.
SMART Wealth first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
SMART Wealth's McDonald's position peaked at $657K in Q3 2024.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.