Gallagher Fiduciary Advisors, LLC

CIK
1527781
City
ROLLING MEADOWS
State / Country
IL

Top Portfolio Positions

200 positions · $12,330,099,339 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 ETF Trust
15,582,013 $10,133,606,333 82.19%
MCD
Mcdonalds Corp
Consumer Cyclical
4,325,813 $1,344,419,421 10.90%
PCG
PG&E Corp
Utilities
18,506,793 $325,164,352 2.64%
DAL
Delta Air Lines, Inc.
Industrials
3,839,147 $255,226,491 2.07%
CBRE
Cbre Group, Inc.
Real Estate
883,856 $119,727,132 0.97%
BEN
Franklin Resources Inc
Financial Services
1,408,138 $33,260,218 0.27%
CLF
Cleveland-Cliffs Inc.
Basic Materials
607,279 $5,131,507 0.04%
AAPL
Apple Inc.
Technology
17,508 $4,443,355 0.04%
XOM
Exxon Mobil Corp
Energy
20,490 $3,476,333 0.03%
NVDA
Nvidia Corp
Technology
19,345 $3,373,768 0.03%

Portfolio Trend

25 quarters · across all stocks

Holdings in MCD

Export CSV

Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $1,344,419,421 4,325,813
2025-12-31 $1,352,737,023 4,426,061
2025-09-30 $1,390,603,070 4,576,008
2025-06-30 $1,373,838,267 4,702,188
2025-03-31 $1,511,613,406 4,839,176
2024-12-31 $1,247,396 4,303
2024-09-30 $1,158,356 3,804
2024-06-30 $1,044,844 4,100
2024-03-31 $1,550,098,507 5,497,778
2023-12-31 $1,664,521,152 5,613,710
2023-09-30 $1,046,910 3,974
2023-06-30 $1,196,922 4,011
2023-03-31 $1,185,546 4,240