TW
MCD icon

Trajan Wealth’s McDonald's MCD Stock Holding History

Trajan Wealth’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 		$3.96M Sell
14,665
-484
-3% -$139K 0.15% 93
2026
Q1 		$4.71M Sell
15,149
-287
-2% -$91.4K 0.19% 89
2025
Q4 		$4.72M Sell
15,436
-392
-2% -$120K 0.2% 84
2025
Q3 		$4.81M Buy
15,828
+499
+3% +$152K 0.21% 85
2025
Q2 		$4.48M Buy
15,329
+338
+2% +$104K 0.22% 88
2025
Q1 		$4.68M Buy
14,991
+914
+6% +$273K 0.26% 88
2024
Q4 		$4.08M Buy
14,077
+1,406
+11% +$419K 0.23% 93
2024
Q3 		$3.86M Buy
12,671
+2,454
+24% +$676K 0.23% 92
2024
Q2 		$2.6M Buy
10,217
+1,746
+21% +$463K 0.17% 101
2024
Q1 		$2.39M Buy
+8,471
New +$2.46M 0.16% 100

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

Trajan Wealth's MCD Position: Q2 2026 in Review

Trajan Wealth reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $139K and leaving 14,665 shares worth $3.96M. The position accounts for 0.15% of the portfolio, ranked #93.

Trajan Wealth first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.81M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Trajan Wealth held 14,665 shares of McDonald's worth $3.96M as of Q2 2026.
  • Trajan Wealth sold 484 McDonald's shares in Q2 2026, an estimated $139K.
  • McDonald's made up 0.15% of Trajan Wealth's portfolio in Q2 2026, its #93 holding.
  • Trajan Wealth first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's McDonald's position peaked at $4.81M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.