Smith Thornton Advisors’s McDonald's MCD Stock Holding History

Smith Thornton Advisors’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	$427K	Buy	1,567 +195	+14%	+$55.9K	0.19%	98
2026 Q1	$426K	Hold	1,372	–	–	0.21%	93
2025 Q4	$419K	Hold	1,372	–	–	0.21%	96
2025 Q3	$417K	Buy	1,372 +5	+0.4%	+$1.52K	0.22%	91
2025 Q2	$399K	Hold	1,367	–	–	0.23%	93
2025 Q1	$427K	Sell	1,367 -10	-0.7%	-$2.99K	0.27%	81
2024 Q4	$399K	Sell	1,377 -313	-19%	-$93.3K	0.25%	90
2024 Q3	$515K	Hold	1,690	–	–	0.34%	79
2024 Q2	$431K	Buy	+1,690	New	+$448K	0.32%	81

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Smith Thornton Advisors's MCD Position: Q2 2026 in Review

Smith Thornton Advisors increased its McDonald's (MCD) stake by 14% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,567 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #98.

Smith Thornton Advisors first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $515K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Smith Thornton Advisors held 1,567 shares of McDonald's worth $427K as of Q2 2026.
Smith Thornton Advisors bought 195 McDonald's shares in Q2 2026, an estimated $55.9K.
McDonald's made up 0.19% of Smith Thornton Advisors's portfolio in Q2 2026, its #98 holding.
Smith Thornton Advisors first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's McDonald's position peaked at $515K in Q3 2024.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.