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Fiduciary Alliance’s McDonald's MCD Stock Holding History

Fiduciary Alliance’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 		$1.97M Sell
7,303
-134
-2% -$38.4K 0.13% 179
2026
Q1 		$2.28M Sell
7,437
-1,056
-12% -$336K 0.14% 168
2025
Q4 		$2.6M Buy
8,493
+164
+2% +$50.2K 0.17% 136
2025
Q3 		$2.53M Sell
8,329
-230
-3% -$70K 0.17% 128
2025
Q2 		$2.5M Buy
8,559
+510
+6% +$157K 0.19% 123
2025
Q1 		$2.51M Buy
8,049
+500
+7% +$150K 0.25% 93
2024
Q4 		$2.19M Buy
7,549
+3,171
+72% +$946K 0.22% 103
2024
Q3 		$1.33M Buy
4,378
+807
+23% +$222K 0.18% 100
2024
Q2 		$885K Buy
3,571
+1,077
+43% +$286K 0.14% 94
2024
Q1 		$699K Sell
2,494
-55
-2% -$16K 0.12% 105
2023
Q4 		$756K Sell
2,549
-53
-2% -$14.4K 0.15% 88
2023
Q3 		$686K Buy
2,602
+1,055
+68% +$301K 0.16% 83
2023
Q2 		$462K Buy
1,547
+346
+29% +$101K 0.1% 107
2023
Q1 		$336K Buy
1,201
+81
+7% +$21.7K 0.08% 111
2022
Q4 		$295K Buy
+1,120
New +$295K 0.08% 114

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Fiduciary Alliance's MCD Position: Q2 2026 in Review

Fiduciary Alliance reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $38.4K and leaving 7,303 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #179.

Fiduciary Alliance first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.6M in Q4 2025. 786 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fiduciary Alliance held 7,303 shares of McDonald's worth $1.97M as of Q2 2026.
  • Fiduciary Alliance sold 134 McDonald's shares in Q2 2026, an estimated $38.4K.
  • McDonald's made up 0.13% of Fiduciary Alliance's portfolio in Q2 2026, its #179 holding.
  • Fiduciary Alliance first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's McDonald's position peaked at $2.6M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.