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Fiduciary Family Office’s McDonald's MCD Stock Holding History

Fiduciary Family Office’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 		$695K Buy
2,236
+677
+43% +$216K 0.2% 93
2025
Q4 		$476K Buy
1,559
+27
+2% +$8.27K 0.14% 113
2025
Q3 		$466K Sell
1,532
-487
-24% -$148K 0.13% 126
2025
Q2 		$590K Buy
2,019
+28
+1% +$8.63K 0.19% 111
2025
Q1 		$622K Buy
+1,991
New +$596K 0.21% 102
2024
Q4 		– Sell
-1,950
Closed -$594K – 180
2024
Q3 		$594K Sell
1,950
-275
-12% -$75.8K 0.2% 103
2024
Q2 		$567K Sell
2,225
-32
-1% -$8.49K 0.22% 116
2024
Q1 		$636K Buy
2,257
+57
+3% +$16.6K 0.25% 112
2023
Q4 		$652K Buy
+2,200
New +$599K 0.29% 82

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Fiduciary Family Office's MCD Position: Q1 2026 in Review

Fiduciary Family Office increased its McDonald's (MCD) stake by 43% in Q1 2026, buying an estimated $216K and bringing the position to 2,236 shares worth $695K. The position accounts for 0.2% of the portfolio, ranked #93.

Fiduciary Family Office first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Fiduciary Family Office held 2,236 shares of McDonald's worth $695K as of Q1 2026.
  • Fiduciary Family Office bought 677 McDonald's shares in Q1 2026, an estimated $216K.
  • McDonald's made up 0.2% of Fiduciary Family Office's portfolio in Q1 2026, its #93 holding.
  • Fiduciary Family Office first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.