Smithbridge Asset Management
MCD icon

Smithbridge Asset Management’s McDonald's MCD Stock Holding History

Smithbridge 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
Q3 		$942K Hold
4,079
– – 0.13% 104
2026
Q2 		$1.1M Sell
4,079
-410
-9% -$118K 0.15% 104
2026
Q1 		$1.4M Buy
+4,489
New +$1.43M 0.21% 95

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Smithbridge Asset Management's MCD Position: Q3 2026 in Review

Smithbridge Asset Management held its McDonald's (MCD) position steady in Q3 2026 at 4,079 shares worth $942K. The position accounts for 0.13% of the portfolio, ranked #104.

Smithbridge Asset Management first reported a position in MCD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2026. 680 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Smithbridge Asset Management held 4,079 shares of McDonald's worth $942K as of Q3 2026.
  • Smithbridge Asset Management left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.13% of Smithbridge Asset Management's portfolio in Q3 2026, its #104 holding.
  • Smithbridge Asset Management first reported a position in McDonald's in Q1 2026 and has held it in 3 quarters since.
  • Smithbridge Asset Management's McDonald's position peaked at $1.4M in Q1 2026.
  • 680 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.