MCD
McDonalds Corp
McDonalds Corp historical holders
total: 14
Fundsmith McDonalds Corp transactions over time
- 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
Terry Smith has been an institutional investor in McDonalds Corp (MCD) since at least 2013 Q2. According to 2026 Q1 report, Terry Smith doesn't hold any shares. In our earliest available record from 2013 Q2, Fundsmith held 427,999 shares of MCD. Terry Smith later completely sold out the position and reinvested in MCD again in 2023 Q3. Since at least 2013 Q2, Fundsmith has made 15 more transactions in this position.
When did Terry Smith exit their MCD position?
Terry Smith no longer holds McDonalds Corp (MCD). They sold off their entire position in 2024 Q4, closing out an investment that began in 2013 Q2.
Has Terry Smith reinvested in MCD after selling?
Yes, Terry Smith has shown renewed interest in McDonalds Corp (MCD). After completely selling their position, they reinitiated an investment in 2023 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $264.17
- Weighted AVG sell price:
- $304.38
MCD transactions history by Fundsmith
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.