SEC 13F Intelligence

Fortis Advisors, LLC / MCD

Fortis Advisors, LLC’s Mcdonalds Corp Position

Does Fortis Advisors, LLC own Mcdonalds Corp (MCD)? Not currently — the last reported position was 47.6K shares worth $8M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q1 2020
Shares
47.6K
% of Portfolio
+5.28%
Quarters Held
6
position exited

Position History MCD

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ1 ’19Q2 ’19: $10MQ2 ’19Q3 ’19: $10MQ3 ’19Q4 ’19: $9MQ4 ’19Q1 ’20: $8MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202047.6K$8M+5.28%
Q4 201947.4K$9M+5.66%
Q3 201947.4K$10M+4.78%
Q2 201947.1K$10M+4.75%
Q1 201947.1K$9M+4.69%
Q4 201847.1K$8M+5.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortis Advisors, LLC’s full portfolio or all institutional holders of MCD.