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 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 $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 $147M AUM 25.76% 1-Year Est. Return

Smartleaf Asset Management's MCD Position: Q1 2026 in Review

Smartleaf Asset Management increased its McDonald's (MCD) stake by 5.9% in Q1 2026, buying an estimated $263K and bringing the position to 14,962 shares worth $4.62M. The position accounts for 0.17% of the portfolio, ranked #110.

Smartleaf Asset Management first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Smartleaf Asset Management held 14,962 shares of McDonald's worth $4.62M as of Q1 2026.
Smartleaf Asset Management bought 827 McDonald's shares in Q1 2026, an estimated $263K.
McDonald's made up 0.17% of Smartleaf Asset Management's portfolio in Q1 2026, its #110 holding.
Smartleaf Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.