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 Q2	$2.8M	Buy	10,349 +2,862	+38%	+$821K	0.16%	111
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelis Capital Partners's MCD Position: Q2 2026 in Review

Fidelis Capital Partners increased its McDonald's (MCD) stake by 38% in Q2 2026, buying an estimated $821K and bringing the position to 10,349 shares worth $2.8M. The position accounts for 0.16% of the portfolio, ranked #111.

Fidelis Capital Partners first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fidelis Capital Partners held 10,349 shares of McDonald's worth $2.8M as of Q2 2026.
Fidelis Capital Partners bought 2,862 McDonald's shares in Q2 2026, an estimated $821K.
McDonald's made up 0.16% of Fidelis Capital Partners's portfolio in Q2 2026, its #111 holding.
Fidelis Capital Partners first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.