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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
Q2 		– Sell
-1,250
Closed -$388K – 100
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trail Ridge Investment Advisors's MCD Position: Q2 2026 in Review

Trail Ridge Investment Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,250 shares — an estimated $388K sold.

Trail Ridge Investment Advisors first reported a position in MCD in Q4 2021 and held it in 18 quarters. The position peaked at $567K in Q4 2021. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Trail Ridge Investment Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 1,250 McDonald's shares in Q2 2026, an estimated $388K.
  • Trail Ridge Investment Advisors first reported a position in McDonald's in Q4 2021 and held it in 18 quarters.
  • Trail Ridge Investment Advisors's McDonald's position peaked at $567K in Q4 2021.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.