Fortune Financial Advisors’s McDonald's MCD Stock Holding History

Fortune Financial 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	$931K	Buy	3,445 +134	+4%	+$38.4K	0.4%	64
2026 Q1	$1.03M	Sell	3,311 -19	-0.6%	-$6.05K	0.52%	53
2025 Q4	$1.02M	Sell	3,330 -17	-0.5%	-$5.21K	0.69%	42
2025 Q3	$1.02M	Buy	3,347 +19	+0.6%	+$5.78K	0.77%	39
2025 Q2	$972K	Buy	3,328 +3	+0.1%	+$925	0.78%	42
2025 Q1	$1.04M	Buy	3,325 +3	+0.1%	+$897	0.9%	36
2024 Q4	$963K	Buy	3,322 +53	+2%	+$15.8K	0.88%	36
2024 Q3	$995K	Sell	3,269 -45	-1%	-$12.4K	0.9%	38
2024 Q2	$844K	Buy	3,314 +83	+3%	+$22K	0.52%	63
2024 Q1	$911K	Buy	3,231 +3	+0.1%	+$872	0.58%	53
2023 Q4	$957K	Buy	3,228 +1	+0%	+$272	0.67%	51
2023 Q3	$850K	Sell	3,227 -40	-1%	-$11.4K	0.65%	49
2023 Q2	$975K	Buy	+3,267	New	+$949K	0.73%	43

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortune Financial Advisors's MCD Position: Q2 2026 in Review

Fortune Financial Advisors increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $38.4K and bringing the position to 3,445 shares worth $931K. The position accounts for 0.4% of the portfolio, ranked #64.

Fortune Financial Advisors first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Fortune Financial Advisors held 3,445 shares of McDonald's worth $931K as of Q2 2026.
Fortune Financial Advisors bought 134 McDonald's shares in Q2 2026, an estimated $38.4K.
McDonald's made up 0.4% of Fortune Financial Advisors's portfolio in Q2 2026, its #64 holding.
Fortune Financial Advisors first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's McDonald's position peaked at $1.04M in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.