Terry Smith
Fundsmith
Terry Smith McDonalds Corp stake
total: 80
Fundsmith MCD trades
- Total transactions:
- 16
- New positions:
- 3
- Sold out:
- 3
- Added:
- 9
- Reduced:
- 1
- Held since:
- 2023 Q3
- Held for:
- 5 quarters
- Latest activity:
- 2024 Q4
According to 2026 Q1 report, Terry Smith doesn't hold any McDonalds Corp (MCD) shares. Fundsmith has held MCD since at least 2013 Q2 with 427,999 shares in our earliest available record. Terry Smith later completely sold out the position and invested in McDonalds Corp again in 2023 Q3. Since at least 2013 Q2, Fundsmith has made 15 more transactions.
When did Terry Smith sell McDonalds Corp (MCD)?
Terry Smith sold off the entire McDonalds Corp (MCD) position in 2024 Q4.
Estimated cost basis*
- Weighted AVG buy price:
- $264.17
- Weighted AVG sell price:
- $304.38
Terry Smith's historical trades in McDonalds Corp
16 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2024 Q4
|
0.00%
|
0
|
$304.51
|
|
-100% (-94,403)
|
-0.11%
|
|
2024 Q3
|
0.11%
|
94,403
|
$304.51
|
$28,746,658
|
+1.11% (+1,032)
|
+0%
|
|
2024 Q2
|
0.10%
|
93,371
|
$254.84
|
$23,794,666
|
-0.26% (-246)
|
-0%
|
|
2024 Q1
|
0.10%
|
93,617
|
$281.95
|
$26,395,313
|
+1.21% (+1,122)
|
+0%
|
|
2023 Q4
|
0.11%
|
92,495
|
$296.51
|
$27,425,692
|
+0.19% (+175)
|
+0%
|
|
2023 Q3
|
0.11%
|
92,320
|
$263.44
|
$24,320,781
|
new
|
+0.11%
|
|
2018 Q3
|
0.00%
|
$98.61
|
-100% (-12,080,320)
|
|||
|
2018 Q2
|
8.87%
|
$98.61
|
new
|
|||
|
2015 Q1
|
0.00%
|
$46.45
|
-100% (-6,116,468)
|
|||
|
2014 Q4
|
10.13%
|
$46.45
|
+11.43% (+627,492)
|
|||
|
2014 Q3
|
10.88%
|
$46.36
|
+4.43% (+232,700)
|
|||
|
2014 Q2
|
10.12%
|
$41.70
|
+22.52% (+966,246)
|
|||
|
2014 Q1
|
9.23%
|
$40.99
|
+3.57% (+147,767)
|
|||
|
2013 Q4
|
9.62%
|
$37.41
|
+1.17% (+47,802)
|
|||
|
2013 Q3
|
9.07%
|
$33.28
|
+856.65% (+3,666,462)
|
|||
|
2013 Q2
|
2.98%
|
$99.00
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.