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Fortis Capital Advisors’s McDonald's MCD Stock Holding History

Fortis Capital 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 		$1.81M Sell
6,689
-249
-4% -$71.4K 0.2% 88
2026
Q1 		$2.16M Buy
6,938
+178
+3% +$56.7K 0.28% 56
2025
Q4 		$2.07M Buy
6,760
+91
+1% +$27.9K 0.31% 47
2025
Q3 		$2.03M Sell
6,669
-274
-4% -$83.4K 0.32% 49
2025
Q2 		$2.03M Sell
6,943
-48
-0.7% -$14.8K 0.36% 43
2025
Q1 		$2.18M Sell
6,991
-414
-6% -$124K 0.44% 32
2024
Q4 		$2.14M Sell
7,405
-1
-0% -$298 0.73% 17
2024
Q3 		$2.26M Sell
7,406
-273
-4% -$75.2K 0.75% 19
2024
Q2 		$1.96M Sell
7,679
-1,493
-16% -$396K 0.71% 22
2024
Q1 		$2.59M Buy
9,172
+665
+8% +$193K 1.09% 17
2023
Q4 		$2.52M Sell
8,507
-65
-0.8% -$17.7K 1.35% 15
2023
Q3 		$2.26M Sell
8,572
-406
-5% -$116K 1.45% 17
2023
Q2 		$2.68M Buy
8,978
+592
+7% +$172K 1.57% 14
2023
Q1 		$2.34M Sell
8,386
-194
-2% -$52K 1.25% 17
2022
Q4 		$2.26M Buy
+8,580
New +$2.26M 1.34% 15

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

Fortis Capital Advisors's MCD Position: Q2 2026 in Review

Fortis Capital Advisors reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $71.4K and leaving 6,689 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #88.

Fortis Capital Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Fortis Capital Advisors held 6,689 shares of McDonald's worth $1.81M as of Q2 2026.
  • Fortis Capital Advisors sold 249 McDonald's shares in Q2 2026, an estimated $71.4K.
  • McDonald's made up 0.2% of Fortis Capital Advisors's portfolio in Q2 2026, its #88 holding.
  • Fortis Capital Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's McDonald's position peaked at $2.68M in Q2 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.