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

Fortress 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 Q1	$222K	Buy	713 +4	+0.6%	+$1.27K	0.16%	80
2025 Q4	$217K	Buy	709 +4	+0.6%	+$1.23K	0.16%	78
2025 Q3	$214K	Buy	705 +4	+0.6%	+$1.22K	0.16%	80
2025 Q2	$205K	Buy	701 +4	+0.6%	+$1.23K	0.17%	74
2025 Q1	$218K	Buy	697 +5	+0.7%	+$1.5K	0.22%	66
2024 Q4	$201K	Buy	+692	New	+$206K	0.2%	68

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Fortress Financial Group's MCD Position: Q1 2026 in Review

Fortress Financial Group increased its McDonald's (MCD) stake by 0.56% in Q1 2026, buying an estimated $1.27K and bringing the position to 713 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #80.

Fortress Financial Group first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Fortress Financial Group held 713 shares of McDonald's worth $222K as of Q1 2026.
Fortress Financial Group bought 4 McDonald's shares in Q1 2026, an estimated $1.27K.
McDonald's made up 0.16% of Fortress Financial Group's portfolio in Q1 2026, its #80 holding.
Fortress Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.