Smartleaf Asset Management’s McDonald's MCD Stock Holding History

Smartleaf Asset 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	$4M	Hold	14,962	–	–	0.13%	141
2026 Q1	$4.62M	Buy	14,962 +827	+6%	+$263K	0.17%	110
2025 Q4	$4.35M	Buy	14,135 +1,855	+15%	+$568K	0.17%	108
2025 Q3	$3.72M	Buy	12,280 +2,744	+29%	+$835K	0.23%	86
2025 Q2	$2.78M	Sell	9,536 -492	-5%	-$152K	0.25%	82
2025 Q1	$3.08M	Buy	10,028 +193	+2%	+$57.7K	0.3%	66
2024 Q4	$2.85M	Buy	9,835 +1,075	+12%	+$321K	0.29%	69
2024 Q3	$2.66M	Buy	8,760 +1,811	+26%	+$499K	0.32%	68
2024 Q2	$1.79M	Buy	6,949 +654	+10%	+$174K	0.29%	74
2024 Q1	$1.78M	Buy	6,295 +2,480	+65%	+$721K	0.34%	69
2023 Q4	$1.13M	Buy	+3,815	New	+$1.04M	0.3%	77

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Smartleaf Asset Management's MCD Position: Q2 2026 in Review

Smartleaf Asset Management held its McDonald's (MCD) position steady in Q2 2026 at 14,962 shares worth $4M. The position accounts for 0.13% of the portfolio, ranked #141.

Smartleaf Asset Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.62M in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Smartleaf Asset Management held 14,962 shares of McDonald's worth $4M as of Q2 2026.
Smartleaf Asset Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.13% of Smartleaf Asset Management's portfolio in Q2 2026, its #141 holding.
Smartleaf Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's McDonald's position peaked at $4.62M in Q1 2026.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.