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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Financial Group's MCD Position: Q2 2026 in Review

Fiduciary Financial Group increased its McDonald's (MCD) stake by 0.19% in Q2 2026, buying an estimated $2.87K and bringing the position to 5,140 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #89.

Fiduciary Financial Group first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q4 2025. 1,654 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fiduciary Financial Group held 5,140 shares of McDonald's worth $1.39M as of Q2 2026.
Fiduciary Financial Group bought 10 McDonald's shares in Q2 2026, an estimated $2.87K.
McDonald's made up 0.16% of Fiduciary Financial Group's portfolio in Q2 2026, its #89 holding.
Fiduciary Financial Group first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's McDonald's position peaked at $1.69M in Q4 2025.
1,654 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.