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Fiduciary Alliance LLC

Position in MCD — Mcdonalds Corp

CIK 1954805 GREENVILLE, SC

Position in MCD

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,974,073
-$337,272 QoQ
Shares Held
7,303
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,294
of 3,443 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCD Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

Fiduciary Alliance LLC holds $11,724,287 across 5 Restaurants names. MCD ranks #3 (16.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MCD
Mcdonalds Corp
This page
7,303 $1,974,073

All Filings in MCD

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,974,073 7,303
2026-03-31 $2,311,345 7,437
2025-12-31 $2,595,715 8,493
2025-09-30 $2,531,099 8,329
2025-06-30 $2,500,683 8,559
2025-03-31 $2,514,266 8,049
2024-12-31 $2,188,379 7,549
2024-09-30 $1,333,144 4,378
2024-06-30 $910,033 3,571
2024-03-31 $703,183 2,494
2023-12-31 $755,803 2,549
2023-09-30 $685,470 2,602
2023-06-30 $461,640 1,547
2023-03-31 $335,811 1,201
2022-12-31 $295,153 1,120