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Smith, Moore & Co’s McDonald's MCD Stock Holding History

Smith, Moore & Co’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 		$955K Sell
3,073
-11
-0.4% -$3.5K 0.07% 220
2025
Q4 		$942K Sell
3,084
-1,857
-38% -$569K 0.07% 205
2025
Q3 		$1.5M Sell
4,941
-83
-2% -$25.3K 0.12% 152
2025
Q2 		$1.47M Buy
5,024
+337
+7% +$104K 0.12% 152
2025
Q1 		$1.46M Sell
4,687
-578
-11% -$173K 0.14% 152
2024
Q4 		$1.53M Sell
5,265
-1
-0% -$298 0.14% 135
2024
Q3 		$1.6M Sell
5,266
-631
-11% -$174K 0.15% 126
2024
Q2 		$1.5M Sell
5,897
-418
-7% -$111K 0.16% 128
2024
Q1 		$1.78M Hold
6,315
– – 0.19% 110
2023
Q4 		$1.87M Sell
6,315
-161
-2% -$43.8K 0.22% 92
2023
Q3 		$1.71M Buy
6,476
+189
+3% +$53.9K 0.23% 90
2023
Q2 		$1.88M Buy
6,287
+194
+3% +$56.4K 0.24% 85
2023
Q1 		$1.7M Buy
6,093
+149
+3% +$39.9K 0.23% 86
2022
Q4 		$1.57M Buy
5,944
+165
+3% +$43.5K 0.22% 87
2022
Q3 		$1.33M Buy
5,779
+216
+4% +$55.2K 0.2% 99
2022
Q2 		$1.37M Buy
5,563
+109
+2% +$26.8K 0.21% 104
2022
Q1 		$1.35M Sell
5,454
-9
-0.2% -$2.24K 0.18% 110
2021
Q4 		$1.46M Buy
5,463
+114
+2% +$28.8K 0.2% 93
2021
Q3 		$1.29M Sell
5,349
-153
-3% -$36.5K 0.2% 97
2021
Q2 		$1.27M Buy
5,502
+367
+7% +$85.4K 0.19% 100
2021
Q1 		$1.15M Buy
5,135
+295
+6% +$63.1K 0.19% 111
2020
Q4 		$1.04M Sell
4,840
-45
-0.9% -$9.79K 0.19% 99
2020
Q3 		$1.07M Buy
4,885
+70
+1% +$14.4K 0.22% 86
2020
Q2 		$888K Sell
4,815
-930
-16% -$171K 0.2% 96
2020
Q1 		$950K Buy
5,745
+233
+4% +$45.9K 0.25% 78
2019
Q4 		$1.09M Buy
5,512
+333
+6% +$66.1K 0.23% 86
2019
Q3 		$1.11M Buy
5,179
+222
+4% +$47.6K 0.25% 77
2019
Q2 		$1.03M Buy
4,957
+427
+9% +$84.6K 0.23% 81
2019
Q1 		$860K Sell
4,530
-1,281
-22% -$232K 0.2% 100
2018
Q4 		$1.03M Sell
5,811
-797
-12% -$141K 0.28% 70
2018
Q3 		$1.1M Buy
6,608
+23
+0.3% +$3.69K 0.25% 78
2018
Q2 		$1.03M Buy
6,585
+325
+5% +$52.7K 0.26% 76
2018
Q1 		$979K Buy
6,260
+1,614
+35% +$266K 0.26% 71
2017
Q4 		$800K Buy
4,646
+161
+4% +$27K 0.22% 99
2017
Q3 		$703K Buy
4,485
+224
+5% +$35.1K 0.2% 97
2017
Q2 		$653K Sell
4,261
-84
-2% -$12.1K 0.22% 88
2017
Q1 		$563K Sell
4,345
-99
-2% -$12.4K 0.2% 93
2016
Q4 		$541K Sell
4,444
-949
-18% -$111K 0.21% 96
2016
Q3 		$622K Sell
5,393
-70
-1% -$8.29K 0.25% 79
2016
Q2 		$657K Buy
5,463
+416
+8% +$52.1K 0.27% 79
2016
Q1 		$634K Sell
5,047
-179
-3% -$21.4K 0.27% 77
2015
Q4 		$617K Buy
5,226
+502
+11% +$56.1K 0.31% 67
2015
Q3 		$466K Buy
4,724
+1
+0% +$97 0.26% 71
2015
Q2 		$449K Sell
4,723
-168
-3% -$16.3K 0.23% 83
2015
Q1 		$477K Sell
4,891
-353
-7% -$33.5K 0.25% 81
2014
Q4 		$491K Buy
5,244
+301
+6% +$28.2K 0.26% 75
2014
Q3 		$469K Sell
4,943
-3,194
-39% -$305K 0.26% 73
2014
Q2 		$820K Buy
8,137
+76
+0.9% +$7.67K 0.5% 32
2014
Q1 		$790K Sell
8,061
-665
-8% -$63.6K 0.47% 39
2013
Q4 		$847K Buy
+8,726
New +$838K 0.53% 36

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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
T. Rowe Price Associates
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

Smith, Moore & Co's MCD Position: Q1 2026 in Review

Smith, Moore & Co reduced its McDonald's (MCD) stake by 0.36% in Q1 2026, selling an estimated $3.5K and leaving 3,073 shares worth $955K. The position accounts for 0.07% of the portfolio, ranked #220.

Smith, Moore & Co first reported a position in MCD in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.88M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Smith, Moore & Co held 3,073 shares of McDonald's worth $955K as of Q1 2026.
  • Smith, Moore & Co sold 11 McDonald's shares in Q1 2026, an estimated $3.5K.
  • McDonald's made up 0.07% of Smith, Moore & Co's portfolio in Q1 2026, its #220 holding.
  • Smith, Moore & Co first reported a position in McDonald's in Q4 2013 and has held it in 50 quarters since.
  • Smith, Moore & Co's McDonald's position peaked at $1.88M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.