Key Client Fiduciary Advisors’s McDonald's MCD Stock Holding History

Key Client Fiduciary 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	$364K	Sell	1,346 -206	-13%	-$59.1K	0.11%	159
2026 Q1	$482K	Sell	1,552 -51	-3%	-$16.2K	0.16%	126
2025 Q4	$490K	Hold	1,603	–	–	0.17%	117
2025 Q3	$487K	Buy	1,603 +4	+0.3%	+$1.22K	0.16%	120
2025 Q2	$467K	Sell	1,599 -8	-0.5%	-$2.47K	0.19%	117
2025 Q1	$502K	Buy	1,607 +6	+0.4%	+$1.79K	0.23%	101
2024 Q4	$464K	Buy	1,601 +8	+0.5%	+$2.39K	0.2%	108
2024 Q3	$485K	Buy	1,593 +68	+4%	+$18.7K	0.22%	102
2024 Q2	$389K	Buy	1,525 +93	+6%	+$24.7K	0.19%	112
2024 Q1	$404K	Buy	1,432 +39	+3%	+$11.3K	0.21%	115
2023 Q4	$413K	Sell	1,393 -2	-0.1%	-$544	0.24%	106
2023 Q3	$368K	Buy	1,395 +37	+3%	+$10.6K	0.23%	109
2023 Q2	$405K	Buy	1,358 +258	+23%	+$75K	0.24%	102
2023 Q1	$308K	Buy	1,100 +28	+3%	+$7.5K	0.19%	118
2022 Q4	$283K	Buy	+1,072	New	+$283K	0.19%	120

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

Key Client Fiduciary Advisors's MCD Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $59.1K and leaving 1,346 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #159.

Key Client Fiduciary Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $502K in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Key Client Fiduciary Advisors held 1,346 shares of McDonald's worth $364K as of Q2 2026.
Key Client Fiduciary Advisors sold 206 McDonald's shares in Q2 2026, an estimated $59.1K.
McDonald's made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #159 holding.
Key Client Fiduciary Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Key Client Fiduciary Advisors's McDonald's position peaked at $502K in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.