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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
Q2 		$299K Sell
1,106
-1
-0.1% -$287 0.06% 189
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SMART Wealth's MCD Position: Q2 2026 in Review

SMART Wealth reduced its McDonald's (MCD) stake by 0.09% in Q2 2026, selling an estimated $287 and leaving 1,106 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #189.

SMART Wealth first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $657K in Q3 2024. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SMART Wealth held 1,106 shares of McDonald's worth $299K as of Q2 2026.
  • SMART Wealth sold 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.06% of SMART Wealth's portfolio in Q2 2026, its #189 holding.
  • SMART Wealth first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's McDonald's position peaked at $657K in Q3 2024.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.