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Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

MCD holding history

McDonalds Corp in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
13,108
Value
$3.54M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MCD by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,108$3.54M0.2%+36+0.3%AddedHolders
Q1 202613,072$4.06M0.2%+842+6.9%AddedHolders
Q4 202512,230$3.74M0.2%+761+6.6%AddedHolders
Q3 202511,469$3.49M0.2%+2,129+22.8%AddedHolders
Q2 20259,340$2.73M0.2%+787+9.2%AddedHolders
Q1 20258,553$2.67M0.2%+68+0.8%AddedHolders
Q4 20248,485$2.46M0.2%−245−2.8%ReducedHolders
Q3 20248,730$2.66M0.2%+824+10.4%AddedHolders
Q2 20247,906$2.01M0.1%+216+2.8%AddedHolders
Q1 20247,690$2.17M0.2%−2,979−27.9%ReducedHolders
Q4 202310,669$3.16M0.2%+60+0.6%AddedHolders
Q3 202310,609$2.79M0.2%+7,211+212.2%AddedHolders
Q2 20233,398$1.01M0.1%−60−1.7%ReducedHolders
Q1 20233,458$966.9K0.1%−34−1.0%ReducedHolders
Q4 20223,492$920.2K0.1%+257+7.9%AddedHolders
Q3 20223,235$746.0K0.1%+53+1.7%AddedHolders
Q2 20223,182$786.0K0.1%+275+9.5%AddedHolders
Q1 20222,907$719.0K0.1%−68−2.3%ReducedHolders
Q4 20212,975$797.0K0.1%−78−2.6%ReducedHolders
Q3 20213,053$736.0K0.1%−37−1.2%ReducedHolders
Q2 20213,090$714.0K0.1%+127+4.3%AddedHolders
Q1 20212,963$664.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.