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Terry Smith’s McDonald's MCD Stock Holding History

Terry Smith’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
2024
Q4 		– Sell
-94,403
Closed -$28.7M – 41
2024
Q3 		$28.7M Buy
94,403
+1,032
+1% +$284K 0.11% 40
2024
Q2 		$23.8M Sell
93,371
-246
-0.3% -$65.3K 0.1% 40
2024
Q1 		$26.4M Buy
93,617
+1,122
+1% +$326K 0.1% 40
2023
Q4 		$27.4M Buy
92,495
+175
+0.2% +$47.6K 0.11% 39
2023
Q3 		$24.3M Buy
+92,320
New +$26.3M 0.11% 38
2018
Q3 		– Sell
-12,080,320
Closed -$1.19B – 18
2018
Q2 		$1.19B Buy
+12,080,320
New +$1.96B 8.87% 2
2015
Q1 		– Sell
-6,116,468
Closed -$284M – 21
2014
Q4 		$284M Buy
6,116,468
+627,492
+11% +$58.7M 10.13% 1
2014
Q3 		$254M Buy
5,488,976
+232,700
+4% +$22.2M 10.88% 1
2014
Q2 		$219M Buy
5,256,276
+966,246
+23% +$97.5M 10.12% 1
2014
Q1 		$176M Buy
4,290,030
+147,767
+4% +$14.1M 9.23% 3
2013
Q4 		$155M Buy
4,142,263
+47,802
+1% +$4.59M 9.62% 2
2013
Q3 		$136M Buy
4,094,461
+3,666,462
+857% +$358M 9.07% 3
2013
Q2 		$42.4M Buy
+427,999
New +$42.9M 2.98% 15

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Terry Smith's MCD Position: Q4 2024 in Review

Terry Smith sold out of McDonald's (MCD) in Q4 2024, closing a stake of 94,403 shares — an estimated $28.7M sold.

Terry Smith first reported a position in MCD in Q2 2013 and held it in 13 quarters. The position peaked at $1.19B in Q2 2018. 3,389 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Terry Smith reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Terry Smith sold 94,403 McDonald's shares in Q4 2024, an estimated $28.7M.
  • Terry Smith first reported a position in McDonald's in Q2 2013 and held it in 13 quarters.
  • Terry Smith's McDonald's position peaked at $1.19B in Q2 2018.
  • 3,389 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Fundsmith LLP's 13F filing for Q4 2024, filed 14 Feb 2025.