Fiduciary Alliance
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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
Q3 		$1.68M Sell
7,286
-17
-0.2% -$4.48K 0.13% 168
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

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fiduciary Alliance's MCD Position: Q3 2026 in Review

Fiduciary Alliance reduced its McDonald's (MCD) stake by 0.23% in Q3 2026, selling an estimated $4.48K and leaving 7,286 shares worth $1.68M. The position accounts for 0.13% of the portfolio, ranked #168.

Fiduciary Alliance first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.6M in Q4 2025. 780 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Fiduciary Alliance held 7,286 shares of McDonald's worth $1.68M as of Q3 2026.
  • Fiduciary Alliance sold 17 McDonald's shares in Q3 2026, an estimated $4.48K.
  • McDonald's made up 0.13% of Fiduciary Alliance's portfolio in Q3 2026, its #168 holding.
  • Fiduciary Alliance first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's McDonald's position peaked at $2.6M in Q4 2025.
  • 780 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.