Fiduciary Financial Group’s McDonald's MCD Stock Holding History

Fiduciary Financial Group’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	$1.06M	Sell	4,604 -536	-10%	-$141K	0.12%	108
2026 Q2	$1.39M	Buy	5,140 +10	+0.2%	+$2.87K	0.16%	89
2026 Q1	$1.59M	Sell	5,130 -398	-7%	-$127K	0.21%	66
2025 Q4	$1.69M	Buy	5,528 +59	+1%	+$18.1K	0.24%	58
2025 Q3	$1.66M	Buy	5,469 +224	+4%	+$68.2K	0.26%	54
2025 Q2	$1.56M	Buy	5,245 +70	+1%	+$21.6K	0.28%	52
2025 Q1	$1.59M	Buy	5,175 +3,374	+187%	+$1.01M	0.35%	49
2024 Q4	$508K	Buy	1,801 +30	+2%	+$8.95K	0.11%	118
2024 Q3	$535K	Buy	1,771 +81	+5%	+$22.3K	0.12%	100
2024 Q2	$435K	Buy	+1,690	New	+$448K	0.11%	115

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fiduciary Financial Group's MCD Position: Q3 2026 in Review

Fiduciary Financial Group reduced its McDonald's (MCD) stake by 10% in Q3 2026, selling an estimated $141K and leaving 4,604 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #108.

Fiduciary Financial Group first reported a position in MCD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2025. 2,167 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Fiduciary Financial Group held 4,604 shares of McDonald's worth $1.06M as of Q3 2026.
Fiduciary Financial Group sold 536 McDonald's shares in Q3 2026, an estimated $141K.
McDonald's made up 0.12% of Fiduciary Financial Group's portfolio in Q3 2026, its #108 holding.
Fiduciary Financial Group first reported a position in McDonald's in Q2 2024 and has held it in 10 quarters since.
Fiduciary Financial Group's McDonald's position peaked at $1.69M in Q4 2025.
2,167 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

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