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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Other funds holding MCD

Smithbridge Asset Management's MCD Position: Q2 2026 in Review

Smithbridge Asset Management reduced its McDonald's (MCD) stake by 9.1% in Q2 2026, selling an estimated $118K and leaving 4,079 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #104.

Smithbridge Asset Management first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.4M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Smithbridge Asset Management held 4,079 shares of McDonald's worth $1.1M as of Q2 2026.
  • Smithbridge Asset Management sold 410 McDonald's shares in Q2 2026, an estimated $118K.
  • McDonald's made up 0.15% of Smithbridge Asset Management's portfolio in Q2 2026, its #104 holding.
  • Smithbridge Asset Management first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Smithbridge Asset Management's McDonald's position peaked at $1.4M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.