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 Q2	$612K	Buy	2,264 +28	+1%	+$8.03K	0.15%	102
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fiduciary Family Office's MCD Position: Q2 2026 in Review

Fiduciary Family Office increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $8.03K and bringing the position to 2,264 shares worth $612K. The position accounts for 0.15% of the portfolio, ranked #102.

Fiduciary Family Office first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $695K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fiduciary Family Office held 2,264 shares of McDonald's worth $612K as of Q2 2026.
Fiduciary Family Office bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
McDonald's made up 0.15% of Fiduciary Family Office's portfolio in Q2 2026, its #102 holding.
Fiduciary Family Office first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's McDonald's position peaked at $695K in Q1 2026.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.