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KMG Fiduciary Partners’s McDonald's MCD Stock Holding History

KMG Fiduciary Partners’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 		$1.86M Sell
6,881
-1,803
-21% -$517K 0.17% 95
2026
Q1 		$2.7M Sell
8,684
-395
-4% -$126K 0.2% 113
2025
Q4 		$2.77M Buy
9,079
+45
+0.5% +$13.8K 0.2% 104
2025
Q3 		$2.75M Buy
9,034
+100
+1% +$30.4K 0.18% 115
2025
Q2 		$2.61M Sell
8,934
-193
-2% -$59.5K 0.19% 114
2025
Q1 		$2.85M Sell
9,127
-332
-4% -$99.3K 0.24% 99
2024
Q4 		$2.74M Sell
9,459
-528
-5% -$157K 0.23% 102
2024
Q3 		$3.04M Sell
9,987
-12,693
-56% -$3.5M 0.26% 92
2024
Q2 		$5.78M Sell
22,680
-287
-1% -$76.1K 0.57% 45
2024
Q1 		$6.48M Buy
22,967
+456
+2% +$133K 0.67% 40
2023
Q4 		$6.67M Buy
22,511
+419
+2% +$114K 0.78% 33
2023
Q3 		$5.82M Buy
22,092
+261
+1% +$74.4K 0.77% 36
2023
Q2 		$6.51M Buy
21,831
+1,431
+7% +$416K 0.84% 29
2023
Q1 		$5.7M Sell
20,400
-71
-0.3% -$19K 0.82% 28
2022
Q4 		$5.39M Buy
20,471
+545
+3% +$144K 0.89% 27
2022
Q3 		$4.6M Sell
19,926
-3,320
-14% -$849K 0.88% 30
2022
Q2 		$5.74M Sell
23,246
-2,084
-8% -$513K 1.07% 22
2022
Q1 		$6.26M Buy
25,330
+668
+3% +$166K 1% 26
2021
Q4 		$6.61M Buy
24,662
+1,654
+7% +$418K 1.02% 25
2021
Q3 		$5.55M Buy
23,008
+3,157
+16% +$754K 0.94% 28
2021
Q2 		$4.58M Buy
19,851
+684
+4% +$159K 0.81% 31
2021
Q1 		$4.3M Buy
19,167
+901
+5% +$193K 0.84% 32
2020
Q4 		$3.86M Buy
18,266
+79
+0.4% +$17.2K 0.81% 33
2020
Q3 		$3.99M Sell
18,187
-1,293
-7% -$265K 0.99% 28
2020
Q2 		$3.59M Sell
19,480
-221
-1% -$40.5K 1% 28
2020
Q1 		$3.26M Buy
19,701
+1,621
+9% +$319K 1.06% 32
2019
Q4 		$3.57M Sell
18,080
-317
-2% -$62.9K 1.09% 34
2019
Q3 		$3.95M Buy
18,397
+157
+0.9% +$33.7K 1.34% 27
2019
Q2 		$3.79M Buy
18,240
+1,224
+7% +$242K 1.37% 24
2019
Q1 		$3.23M Buy
17,016
+315
+2% +$57.2K 1.23% 27
2018
Q4 		$2.97M Buy
+16,701
New +$2.96M 1.35% 27

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

KMG Fiduciary Partners's MCD Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its McDonald's (MCD) stake by 21% in Q2 2026, selling an estimated $517K and leaving 6,881 shares worth $1.86M. The position accounts for 0.17% of the portfolio, ranked #95.

KMG Fiduciary Partners first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.67M in Q4 2023. 565 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • KMG Fiduciary Partners held 6,881 shares of McDonald's worth $1.86M as of Q2 2026.
  • KMG Fiduciary Partners sold 1,803 McDonald's shares in Q2 2026, an estimated $517K.
  • McDonald's made up 0.17% of KMG Fiduciary Partners's portfolio in Q2 2026, its #95 holding.
  • KMG Fiduciary Partners first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's McDonald's position peaked at $6.67M in Q4 2023.
  • 565 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.