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Smith Anglin Financial’s McDonald's MCD Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$821K Sell
2,809
-52
-2% -$16K 0.07% 95
2025
Q1 		$894K Buy
2,861
+108
+4% +$32.3K 0.09% 86
2024
Q4 		$798K Buy
2,753
+10
+0.4% +$2.98K 0.07% 92
2024
Q3 		$835K Buy
2,743
+53
+2% +$14.6K 0.08% 85
2024
Q2 		$686K Buy
2,690
+2
+0.1% +$531 0.07% 86
2024
Q1 		$758K Buy
2,688
+2
+0.1% +$582 0.08% 86
2023
Q4 		$797K Buy
2,686
+9
+0.3% +$2.45K 0.09% 82
2023
Q3 		$705K Buy
2,677
+9
+0.3% +$2.57K 0.09% 83
2023
Q2 		$796K Buy
2,668
+9
+0.3% +$2.62K 0.1% 75
2023
Q1 		$743K Buy
2,659
+9
+0.3% +$2.41K 0.11% 75
2022
Q4 		$698K Buy
2,650
+10
+0.4% +$2.64K 0.13% 66
2022
Q3 		$609K Sell
2,640
-4
-0.2% -$1.02K 0.13% 68
2022
Q2 		$653K Buy
2,644
+10
+0.4% +$2.46K 0.19% 59
2022
Q1 		$651K Buy
2,634
+7
+0.3% +$1.74K 0.15% 60
2021
Q4 		$704K Buy
2,627
+13
+0.5% +$3.28K 0.12% 70
2021
Q3 		$630K Buy
2,614
+7
+0.3% +$1.67K 0.12% 75
2021
Q2 		$602K Buy
2,607
+14
+0.5% +$3.26K 0.12% 77
2021
Q1 		$581K Buy
2,593
+18
+0.7% +$3.85K 0.13% 73
2020
Q4 		$553K Buy
+2,575
New +$560K 0.1% 69

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Smith Anglin Financial's MCD Position: Q2 2025 in Review

Smith Anglin Financial reduced its McDonald's (MCD) stake by 1.8% in Q2 2025, selling an estimated $16K and leaving 2,809 shares worth $821K. The position accounts for 0.07% of the portfolio, ranked #95.

Smith Anglin Financial first reported a position in MCD in Q4 2020 and has held it in 19 quarters since. The position peaked at $894K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Smith Anglin Financial held 2,809 shares of McDonald's worth $821K as of Q2 2025.
  • Smith Anglin Financial sold 52 McDonald's shares in Q2 2025, an estimated $16K.
  • McDonald's made up 0.07% of Smith Anglin Financial's portfolio in Q2 2025, its #95 holding.
  • Smith Anglin Financial first reported a position in McDonald's in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's McDonald's position peaked at $894K in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.