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Fiducient Advisors’s McDonald's MCD Stock Holding History

Fiducient Advisors’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 		$222K Hold
823
– – 0.03% 142
2026
Q1 		$256K Sell
823
-1,063
-56% -$339K 0.03% 118
2025
Q4 		$576K Sell
1,886
-207
-10% -$63.4K 0.07% 107
2025
Q3 		$636K Sell
2,093
-27
-1% -$8.22K 0.07% 92
2025
Q2 		$619K Sell
2,120
-396
-16% -$122K 0.08% 87
2025
Q1 		$786K Buy
2,516
+161
+7% +$48.2K 0.1% 81
2024
Q4 		$683K Hold
2,355
– – 0.08% 85
2024
Q3 		$717K Sell
2,355
-763
-24% -$210K 0.08% 81
2024
Q2 		$795K Buy
3,118
+795
+34% +$211K 0.11% 74
2024
Q1 		$655K Sell
2,323
-32
-1% -$9.31K 0.13% 68
2023
Q4 		$698K Buy
2,355
+665
+39% +$181K 0.13% 61
2023
Q3 		$445K Buy
+1,690
New +$482K 0.03% 72
2021
Q4 		– Sell
-1,650
Closed -$398K – 86
2021
Q3 		$398K Hold
1,650
– – 0.12% 61
2021
Q2 		$381K Sell
1,650
-2,860
-63% -$666K 0.12% 48
2021
Q1 		$1.01M Buy
4,510
+70
+2% +$15K 0.33% 27
2020
Q4 		$953K Buy
+4,440
New +$965K 0.35% 25

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fiducient Advisors's MCD Position: Q2 2026 in Review

Fiducient Advisors held its McDonald's (MCD) position steady in Q2 2026 at 823 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #142.

Fiducient Advisors first reported a position in MCD in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.01M in Q1 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fiducient Advisors held 823 shares of McDonald's worth $222K as of Q2 2026.
  • Fiducient Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.03% of Fiducient Advisors's portfolio in Q2 2026, its #142 holding.
  • Fiducient Advisors first reported a position in McDonald's in Q4 2020 and has held it in 16 quarters since.
  • Fiducient Advisors's McDonald's position peaked at $1.01M in Q1 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.