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Smith Partners Wealth Management’s McDonald's MCD Stock Holding History

Smith Partners Wealth 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 		– Sell
-662
Closed -$206K – 80
2026
Q1 		$206K Hold
662
– – 0.18% 75
2025
Q4 		$202K Buy
+662
New +$203K 0.19% 76

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

Smith Partners Wealth Management's MCD Position: Q2 2026 in Review

Smith Partners Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 662 shares — an estimated $206K sold.

Smith Partners Wealth Management first reported a position in MCD in Q4 2025 and held it in 2 quarters. The position peaked at $206K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Smith Partners Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Smith Partners Wealth Management sold 662 McDonald's shares in Q2 2026, an estimated $206K.
  • Smith Partners Wealth Management first reported a position in McDonald's in Q4 2025 and held it in 2 quarters.
  • Smith Partners Wealth Management's McDonald's position peaked at $206K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.