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Trail Ridge Investment Advisors’s McDonald's MCD Stock Holding History

Trail Ridge Investment 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
Q1 		$388K Sell
1,250
-21
-2% -$6.69K 0.17% 80
2025
Q4 		$388K Buy
1,271
+15
+1% +$4.59K 0.17% 81
2025
Q3 		$382K Buy
1,256
+10
+0.8% +$3.04K 0.17% 82
2025
Q2 		$374K Buy
1,246
+25
+2% +$7.71K 0.18% 78
2025
Q1 		$381K Sell
1,221
-231
-16% -$69.1K 0.2% 76
2024
Q4 		$421K Buy
1,452
+19
+1% +$5.67K 0.2% 80
2024
Q3 		$428K Buy
1,433
+2
+0.1% +$551 0.2% 78
2024
Q2 		$365K Buy
1,431
+80
+6% +$21.2K 0.19% 82
2024
Q1 		$381K Buy
1,351
+26
+2% +$7.56K 0.22% 80
2023
Q4 		$393K Sell
1,325
-27
-2% -$7.35K 0.24% 79
2023
Q3 		$356K Sell
1,352
-487
-26% -$139K 0.24% 79
2023
Q2 		$549K Buy
1,839
+14
+0.8% +$4.07K 0.34% 65
2023
Q1 		$510K Buy
1,825
+587
+47% +$157K 0.33% 71
2022
Q4 		$326K Hold
1,238
– – 0.22% 94
2022
Q3 		$336K Sell
1,238
-300
-20% -$76.7K 0.22% 102
2022
Q2 		$380K Sell
1,538
-570
-27% -$140K 0.26% 99
2022
Q1 		$521K Sell
2,108
-6
-0.3% -$1.5K 0.32% 86
2021
Q4 		$567K Buy
+2,114
New +$534K 0.34% 79

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Trail Ridge Investment Advisors's MCD Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its McDonald's (MCD) stake by 1.7% in Q1 2026, selling an estimated $6.69K and leaving 1,250 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #80.

Trail Ridge Investment Advisors first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $567K in Q4 2021. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Trail Ridge Investment Advisors held 1,250 shares of McDonald's worth $388K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 21 McDonald's shares in Q1 2026, an estimated $6.69K.
  • McDonald's made up 0.17% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #80 holding.
  • Trail Ridge Investment Advisors first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's McDonald's position peaked at $567K in Q4 2021.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.