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 Q2	–	Sell	-713	Closed	-$222K	–	85
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fortress Financial Group's MCD Position: Q2 2026 in Review

Fortress Financial Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 713 shares — an estimated $222K sold.

Fortress Financial Group first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $222K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fortress Financial Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Fortress Financial Group sold 713 McDonald's shares in Q2 2026, an estimated $222K.
Fortress Financial Group first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
Fortress Financial Group's McDonald's position peaked at $222K in Q1 2026.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.