Fortitude Financial’s McDonald's MCD Stock Holding History

Fortitude Financial’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
2025 Q4	–	Sell	-1,723	Closed	-$892K	–	51
2025 Q3	$892K	Buy	1,723 +1,315	+322%	+$400K	0.73%	20
2025 Q2	$203K	Buy	+408	New	+$126K	0.18%	30

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Fortitude Financial's MCD Position: Q4 2025 in Review

Fortitude Financial sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,723 shares — an estimated $892K sold.

Fortitude Financial first reported a position in MCD in Q2 2025 and held it in 2 quarters. The position peaked at $892K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Fortitude Financial reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Fortitude Financial sold 1,723 McDonald's shares in Q4 2025, an estimated $892K.
Fortitude Financial first reported a position in McDonald's in Q2 2025 and held it in 2 quarters.
Fortitude Financial's McDonald's position peaked at $892K in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.