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

Fortis Group 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	$159K	Buy	588 +5	+0.9%	+$1.43K	0.03%	271
2026 Q1	$181K	Hold	583	–	–	0.03%	274
2025 Q4	$178K	Hold	583	–	–	0.03%	273
2025 Q3	$177K	Hold	583	–	–	0.03%	229
2025 Q2	$170K	Sell	583 -4,966	-89%	-$1.53M	0.03%	220
2025 Q1	$1.73M	Buy	5,549 +4,966	+852%	+$1.49M	0.34%	81
2024 Q4	$169K	Hold	583	–	–	0.03%	190
2024 Q3	$178K	Hold	583	–	–	0.03%	177
2024 Q2	$149K	Hold	583	–	–	0.03%	181
2024 Q1	$164K	Sell	583 -1,518	-72%	-$441K	0.03%	195
2023 Q4	$607K	Buy	2,101 +583	+38%	+$159K	0.15%	65
2023 Q3	$415K	Buy	1,518 +451	+42%	+$129K	0.13%	76
2023 Q2	$318K	Buy	1,067 +132	+14%	+$38.4K	0.08%	103
2023 Q1	$277K	Buy	+935	New	+$250K	0.08%	99
2020 Q3	$345K	Buy	+1,578	New	+$324K	0.07%	124

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fortis Group Advisors increased its McDonald's (MCD) stake by 0.86% in Q2 2026, buying an estimated $1.43K and bringing the position to 588 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #271.

Fortis Group Advisors first reported a position in MCD in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.73M in Q1 2025. 3,444 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fortis Group Advisors held 588 shares of McDonald's worth $159K as of Q2 2026.
Fortis Group Advisors bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.03% of Fortis Group Advisors's portfolio in Q2 2026, its #271 holding.
Fortis Group Advisors first reported a position in McDonald's in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's McDonald's position peaked at $1.73M in Q1 2025.
3,444 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.