Fortitude Family Office’s McDonald's MCD Stock Holding History

Fortitude Family Office’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	$367K	Sell	1,358 -128	-9%	-$36.7K	0.07%	107
2026 Q1	$462K	Sell	1,486 -64	-4%	-$20.4K	0.1%	90
2025 Q4	$474K	Sell	1,550 -15	-1%	-$4.59K	0.11%	100
2025 Q3	$476K	Sell	1,565 -270	-15%	-$82.2K	0.13%	93
2025 Q2	$536K	Sell	1,835 -756	-29%	-$233K	0.18%	75
2025 Q1	$809K	Sell	2,591 -1,623	-39%	-$485K	0.29%	47
2024 Q4	$1.22M	Buy	4,214 +1,190	+39%	+$355K	0.44%	39
2024 Q3	$921K	Sell	3,024 -4,305	-59%	-$1.19M	0.36%	40
2024 Q2	$1.87M	Hold	7,329	–	–	1.06%	18
2024 Q1	$2.07M	Sell	7,329 -90	-1%	-$26.2K	1.39%	16
2023 Q4	$2.2M	Buy	+7,419	New	+$2.02M	1.64%	11

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

Fortitude Family Office's MCD Position: Q2 2026 in Review

Fortitude Family Office reduced its McDonald's (MCD) stake by 8.6% in Q2 2026, selling an estimated $36.7K and leaving 1,358 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #107.

Fortitude Family Office first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fortitude Family Office held 1,358 shares of McDonald's worth $367K as of Q2 2026.
Fortitude Family Office sold 128 McDonald's shares in Q2 2026, an estimated $36.7K.
McDonald's made up 0.07% of Fortitude Family Office's portfolio in Q2 2026, its #107 holding.
Fortitude Family Office first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's McDonald's position peaked at $2.2M in Q4 2023.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.