Smithfield Trust’s McDonald's MCD Stock Holding History

Smithfield Trust’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	$6.48M	Sell	20,827 -105	-0.5%	-$33.5K	0.28%	58
2025 Q4	$6.4M	Sell	20,932 -31	-0.1%	-$9.49K	0.28%	56
2025 Q3	$6.38M	Sell	20,963 -234	-1%	-$71.2K	0.29%	57
2025 Q2	$6.19M	Sell	21,197 -477	-2%	-$147K	0.29%	54
2025 Q1	$6.77M	Sell	21,674 -84	-0.4%	-$25.1K	0.34%	53
2024 Q4	$6.3M	Buy	21,758 +80	+0.4%	+$23.9K	0.31%	58
2024 Q3	$6.61M	Sell	21,678 -39	-0.2%	-$10.7K	0.32%	51
2024 Q2	$5.54M	Sell	21,717 -642	-3%	-$170K	0.29%	55
2024 Q1	$6.3M	Sell	22,359 -379	-2%	-$110K	0.33%	51
2023 Q4	$6.73M	Sell	22,738 -686	-3%	-$187K	0.38%	46
2023 Q3	$6.17M	Buy	23,424 +112	+0.5%	+$31.9K	0.38%	44
2023 Q2	$6.94M	Sell	23,312 -150	-0.6%	-$43.6K	0.42%	41
2023 Q1	$6.56M	Sell	23,462 -353	-1%	-$94.6K	0.42%	39
2022 Q4	$6.28M	Sell	23,815 -739	-3%	-$195K	0.42%	41
2022 Q3	$5.67M	Buy	24,554 +753	+3%	+$192K	0.41%	41
2022 Q2	$5.87M	Sell	23,801 -917	-4%	-$226K	0.41%	37
2022 Q1	$6.1M	Buy	24,718 +155	+0.6%	+$38.6K	0.39%	40
2021 Q4	$6.58M	Sell	24,563 -20	-0.1%	-$5.05K	0.41%	38
2021 Q3	$5.92M	Sell	24,583 -203	-0.8%	-$48.5K	0.39%	39
2021 Q2	$5.72M	Sell	24,786 -654	-3%	-$152K	0.38%	39
2021 Q1	$5.7M	Sell	25,440 -56	-0.2%	-$12K	0.39%	36
2020 Q4	$5.47M	Buy	25,496 +132	+0.5%	+$28.7K	0.4%	39
2020 Q3	$5.57M	Buy	25,364 +6,662	+36%	+$1.37M	0.45%	39
2020 Q2	$3.45M	Buy	18,702 +484	+3%	+$88.7K	0.31%	48
2020 Q1	$3.01M	Buy	18,218 +307	+2%	+$60.5K	0.32%	48
2019 Q4	$3.54M	Sell	17,911 -213	-1%	-$42.3K	0.33%	52
2019 Q3	$3.89M	Buy	18,124 +102	+0.6%	+$21.9K	0.39%	44
2019 Q2	$3.74M	Buy	18,022 +177	+1%	+$35.1K	0.39%	45
2019 Q1	$3.39M	Sell	17,845 -244	-1%	-$44.3K	0.37%	45
2018 Q4	$3.21M	Buy	18,089 +12	+0.1%	+$2.13K	0.37%	42
2018 Q3	$3.02M	Sell	18,077 -448	-2%	-$71.8K	0.33%	49
2018 Q2	$2.9M	Buy	18,525 +166	+0.9%	+$26.9K	0.34%	47
2018 Q1	$2.87M	Sell	18,359 -82	-0.4%	-$13.5K	0.35%	48
2017 Q4	$3.17M	Buy	18,441 +2,878	+18%	+$483K	0.39%	47
2017 Q3	$2.44M	Sell	15,563 -745	-5%	-$117K	0.33%	50
2017 Q2	$2.5M	Sell	16,308 -96	-0.6%	-$13.9K	0.37%	47
2017 Q1	$2.13M	Sell	16,404 -1,423	-8%	-$179K	0.33%	54
2016 Q4	$2.17M	Sell	17,827 -219	-1%	-$25.7K	0.36%	49
2016 Q3	$2.08M	Buy	18,046 +545	+3%	+$64.6K	0.37%	42
2016 Q2	$2.11M	Sell	17,501 -1,016	-5%	-$127K	0.4%	44
2016 Q1	$2.33M	Buy	18,517 +697	+4%	+$83.3K	0.45%	34
2015 Q4	$2.11M	Sell	17,820 -44	-0.2%	-$4.92K	0.43%	38
2015 Q3	$1.76M	Buy	17,864 +381	+2%	+$37.1K	0.38%	41
2015 Q2	$1.66M	Sell	17,483 -495	-3%	-$47.9K	0.33%	44
2015 Q1	$1.75M	Buy	17,978 +4,610	+34%	+$437K	0.35%	42
2014 Q4	$1.25M	Buy	13,368 +447	+3%	+$41.8K	0.26%	60
2014 Q3	$1.23M	Sell	12,921 -380	-3%	-$36.2K	0.25%	69
2014 Q2	$1.34M	Sell	13,301 -5,532	-29%	-$558K	0.26%	65
2014 Q1	$1.85M	Sell	18,833 -102	-0.5%	-$9.75K	0.37%	48
2013 Q4	$1.84M	Buy	18,935 +1,855	+11%	+$178K	0.37%	47
2013 Q3	$1.64M	Sell	17,080 -500	-3%	-$48.8K	0.38%	48
2013 Q2	$1.74M	Buy	+17,580	New	+$1.76M	0.42%	42

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Smithfield Trust's MCD Position: Q1 2026 in Review

Smithfield Trust reduced its McDonald's (MCD) stake by 0.5% in Q1 2026, selling an estimated $33.5K and leaving 20,827 shares worth $6.48M. The position accounts for 0.28% of the portfolio, ranked #58.

Smithfield Trust first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.94M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Smithfield Trust held 20,827 shares of McDonald's worth $6.48M as of Q1 2026.
Smithfield Trust sold 105 McDonald's shares in Q1 2026, an estimated $33.5K.
McDonald's made up 0.28% of Smithfield Trust's portfolio in Q1 2026, its #58 holding.
Smithfield Trust first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
Smithfield Trust's McDonald's position peaked at $6.94M in Q2 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.