Fiduciary Group’s McDonald's MCD Stock Holding History

Fiduciary 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 Q1	$2.53M	Sell	8,128 -205	-2%	-$65.3K	0.22%	94
2025 Q4	$2.55M	Sell	8,333 -161	-2%	-$49.3K	0.21%	91
2025 Q3	$2.58M	Buy	8,494 +42	+0.5%	+$12.8K	0.23%	91
2025 Q2	$2.47M	Sell	8,452 -26	-0.3%	-$8.02K	0.23%	92
2025 Q1	$2.65M	Sell	8,478 -76	-0.9%	-$22.7K	0.27%	90
2024 Q4	$2.48M	Sell	8,554 -61	-0.7%	-$18.2K	0.25%	91
2024 Q3	$2.62M	Sell	8,615 -59	-0.7%	-$16.3K	0.27%	88
2024 Q2	$2.21M	Buy	8,674 +75	+0.9%	+$19.9K	0.24%	87
2024 Q1	$2.42M	Sell	8,599 -140	-2%	-$40.7K	0.26%	84
2023 Q4	$2.59M	Buy	8,739 +192	+2%	+$52.3K	0.3%	77
2023 Q3	$2.25M	Sell	8,547 -22	-0.3%	-$6.28K	0.29%	76
2023 Q2	$2.56M	Sell	8,569 -101	-1%	-$29.3K	0.31%	77
2023 Q1	$2.42M	Sell	8,670 -35	-0.4%	-$9.38K	0.32%	77
2022 Q4	$2.29M	Buy	8,705 +28	+0.3%	+$7.39K	0.31%	77
2022 Q3	$2.39M	Buy	8,677 +46	+0.5%	+$11.8K	0.31%	76
2022 Q2	$2.24M	Buy	8,631 +1,168	+16%	+$288K	0.28%	78
2022 Q1	$1.82M	Sell	7,463 -185	-2%	-$46.1K	0.24%	84
2021 Q4	$2.05M	Hold	7,648	–	–	0.23%	82
2021 Q3	$1.81M	Buy	7,648 +2	+0%	+$477	0.21%	83
2021 Q2	$1.8M	Sell	7,646 -80	-1%	-$18.6K	0.21%	83
2021 Q1	$1.82M	Sell	7,726 -48	-0.6%	-$10.3K	0.22%	79
2020 Q4	$1.67M	Sell	7,774 -4	-0.1%	-$870	0.22%	83
2020 Q3	$1.71M	Sell	7,778 -708	-8%	-$145K	0.26%	77
2020 Q2	$1.56M	Hold	8,486	–	–	0.26%	76
2020 Q1	$1.4M	Buy	8,486 +860	+11%	+$169K	0.28%	68
2019 Q4	$1.51M	Sell	7,626 -468	-6%	-$92.8K	0.24%	75
2019 Q3	$1.74M	Sell	8,094 -581	-7%	-$125K	0.3%	67
2019 Q2	$1.8M	Buy	8,675 +85	+1%	+$16.8K	0.32%	66
2019 Q1	$1.63M	Buy	8,590 +213	+3%	+$38.7K	0.3%	71
2018 Q4	$1.49M	Sell	8,377 -103	-1%	-$18.3K	0.31%	71
2018 Q3	$1.42M	Buy	8,480 +18	+0.2%	+$2.88K	0.28%	76
2018 Q2	$1.33M	Hold	8,462	–	–	0.28%	75
2018 Q1	$1.32M	Sell	8,462 -155	-2%	-$25.5K	0.29%	78
2017 Q4	$1.48M	Buy	8,617 +6	+0.1%	+$1.01K	0.32%	77
2017 Q3	$1.35M	Sell	8,611 -1	-0%	-$157	0.3%	78
2017 Q2	$1.32M	Sell	8,612 -76	-0.9%	-$11K	0.3%	80
2017 Q1	$1.13M	Hold	8,688	–	–	0.27%	86
2016 Q4	$1.06M	Buy	8,688 +22	+0.3%	+$2.58K	0.27%	83
2016 Q3	$1M	Hold	8,666	–	–	0.27%	82
2016 Q2	$1.04M	Sell	8,666 -300	-3%	-$37.6K	0.29%	81
2016 Q1	$1.13M	Buy	8,966 +552	+7%	+$66K	0.33%	80
2015 Q4	$994K	Sell	8,414 -11	-0.1%	-$1.23K	0.3%	85
2015 Q3	$830K	Sell	8,425 -10,198	-55%	-$993K	0.28%	99
2015 Q2	$1.77M	Buy	+18,623	New	+$1.8M	0.56%	62

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Group's MCD Position: Q1 2026 in Review

Fiduciary Group reduced its McDonald's (MCD) stake by 2.5% in Q1 2026, selling an estimated $65.3K and leaving 8,128 shares worth $2.53M. The position accounts for 0.22% of the portfolio, ranked #94.

Fiduciary Group first reported a position in MCD in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.65M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fiduciary Group held 8,128 shares of McDonald's worth $2.53M as of Q1 2026.
Fiduciary Group sold 205 McDonald's shares in Q1 2026, an estimated $65.3K.
McDonald's made up 0.22% of Fiduciary Group's portfolio in Q1 2026, its #94 holding.
Fiduciary Group first reported a position in McDonald's in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's McDonald's position peaked at $2.65M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.