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

Fortem 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 		$1.34M Buy
4,956
+1,961
+65% +$562K 0.27% 80
2026
Q1 		$931K Buy
2,995
+1,156
+63% +$368K 0.23% 82
2025
Q4 		$562K Sell
1,839
-15
-0.8% -$4.59K 0.15% 113
2025
Q3 		$563K Sell
1,854
-60
-3% -$18.3K 0.16% 105
2025
Q2 		$559K Sell
1,914
-13
-0.7% -$4.01K 0.18% 107
2025
Q1 		$602K Buy
1,927
+10
+0.5% +$2.99K 0.23% 111
2024
Q4 		$556K Buy
1,917
+6
+0.3% +$1.79K 0.22% 111
2024
Q3 		$582K Sell
1,911
-2,072
-52% -$571K 0.24% 111
2024
Q2 		$1.01M Sell
3,983
-135
-3% -$35.8K 0.44% 77
2024
Q1 		$1.16M Buy
4,118
+100
+2% +$29.1K 0.51% 69
2023
Q4 		$1.19M Buy
4,018
+554
+16% +$151K 0.59% 53
2023
Q3 		$912K Buy
3,464
+1,727
+99% +$493K 0.54% 57
2023
Q2 		$518K Buy
1,737
+57
+3% +$16.6K 0.31% 94
2023
Q1 		$470K Buy
1,680
+83
+5% +$22.2K 0.31% 97
2022
Q4 		$421K Buy
1,597
+8
+0.5% +$2.11K 0.25% 113
2022
Q3 		$367K Buy
1,589
+8
+0.5% +$2.04K 0.25% 115
2022
Q2 		$390K Sell
1,581
-26
-2% -$6.4K 0.25% 117
2022
Q1 		$397K Buy
1,607
+12
+0.8% +$2.99K 0.17% 124
2021
Q4 		$428K Buy
1,595
+7
+0.4% +$1.77K 0.2% 125
2021
Q3 		$383K Buy
1,588
+7
+0.4% +$1.67K 0.19% 124
2021
Q2 		$365K Buy
1,581
+38
+2% +$8.84K 0.19% 133
2021
Q1 		$346K Sell
1,543
-38
-2% -$8.13K 0.2% 129
2020
Q4 		$339K Sell
1,581
-46
-3% -$10K 0.2% 116
2020
Q3 		$357K Sell
1,627
-93
-5% -$19.1K 0.26% 99
2020
Q2 		$317K Buy
+1,720
New +$315K 0.24% 94

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

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

Fortem Financial Group increased its McDonald's (MCD) stake by 65% in Q2 2026, buying an estimated $562K and bringing the position to 4,956 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #80.

Fortem Financial Group first reported a position in MCD in Q2 2020 and has held it in 25 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fortem Financial Group held 4,956 shares of McDonald's worth $1.34M as of Q2 2026.
  • Fortem Financial Group bought 1,961 McDonald's shares in Q2 2026, an estimated $562K.
  • McDonald's made up 0.27% of Fortem Financial Group's portfolio in Q2 2026, its #80 holding.
  • Fortem Financial Group first reported a position in McDonald's in Q2 2020 and has held it in 25 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.