Fidelis Capital Partners’s McDonald's MCD Stock Holding History

Fidelis Capital Partners’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	$2.33M	Buy	7,487 +4	+0.1%	+$1.27K	0.17%	109
2025 Q4	$2.29M	Buy	7,483 +153	+2%	+$46.9K	0.17%	107
2025 Q3	$2.23M	Buy	7,330 +93	+1%	+$28.3K	0.17%	100
2025 Q2	$2.23M	Sell	7,237 -157	-2%	-$48.4K	0.2%	89
2025 Q1	$2.34M	Buy	7,394 +153	+2%	+$45.8K	0.25%	78
2024 Q4	$2.1M	Buy	7,241 +372	+5%	+$111K	0.21%	88
2024 Q3	$2.05M	Buy	6,869 +48	+0.7%	+$13.2K	0.24%	81
2024 Q2	$1.84M	Sell	6,821 -166	-2%	-$44K	0.26%	75
2024 Q1	$1.97M	Buy	6,987 +951	+16%	+$277K	0.3%	67
2023 Q4	$1.79M	Buy	6,036 +1,849	+44%	+$503K	0.4%	55
2023 Q3	$1.1M	Buy	4,187 +262	+7%	+$74.7K	0.38%	62
2023 Q2	$1.17M	Buy	3,925 +120	+3%	+$34.9K	0.43%	59
2023 Q1	$1.13M	Buy	3,805 +1,513	+66%	+$405K	0.48%	54
2022 Q4	$613K	Buy	+2,292	New	+$605K	0.72%	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

Fidelis Capital Partners's MCD Position: Q1 2026 in Review

Fidelis Capital Partners increased its McDonald's (MCD) stake by 0.05% in Q1 2026, buying an estimated $1.27K and bringing the position to 7,487 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #109.

Fidelis Capital Partners first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fidelis Capital Partners held 7,487 shares of McDonald's worth $2.33M as of Q1 2026.
Fidelis Capital Partners bought 4 McDonald's shares in Q1 2026, an estimated $1.27K.
McDonald's made up 0.17% of Fidelis Capital Partners's portfolio in Q1 2026, its #109 holding.
Fidelis Capital Partners first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Fidelis Capital Partners's McDonald's position peaked at $2.34M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.