TIA
MCD icon

Traphagen Investment Advisors’s McDonald's MCD Stock Holding History

Traphagen 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 		$281K Buy
1,039
+103
+11% +$29.5K 0.02% 179
2026
Q1 		$291K Sell
936
-52
-5% -$16.6K 0.02% 159
2025
Q4 		$302K Sell
988
-397
-29% -$122K 0.02% 157
2025
Q3 		$421K Sell
1,385
-105
-7% -$32K 0.04% 128
2025
Q2 		$435K Buy
1,490
+2
+0.1% +$617 0.04% 127
2025
Q1 		$465K Buy
1,488
+161
+12% +$48.2K 0.05% 116
2024
Q4 		$385K Sell
1,327
-379
-22% -$113K 0.04% 124
2024
Q3 		$520K Buy
1,706
+253
+17% +$69.7K 0.05% 106
2024
Q2 		$370K Buy
1,453
+156
+12% +$41.4K 0.04% 116
2024
Q1 		$366K Sell
1,297
-3
-0.2% -$872 0.04% 119
2023
Q4 		$385K Buy
1,300
+1
+0.1% +$272 0.05% 115
2023
Q3 		$342K Buy
1,299
+1
+0.1% +$285 0.04% 107
2023
Q2 		$387K Buy
1,298
+158
+14% +$45.9K 0.05% 105
2023
Q1 		$319K Buy
1,140
+24
+2% +$6.43K 0.05% 118
2022
Q4 		$294K Sell
1,116
-128
-10% -$33.8K 0.05% 116
2022
Q3 		$287K Hold
1,244
– – 0.05% 107
2022
Q2 		$307K Sell
1,244
-71
-5% -$17.5K 0.06% 103
2022
Q1 		$325K Buy
1,315
+1
+0.1% +$249 0.05% 99
2021
Q4 		$352K Buy
1,314
+272
+26% +$68.7K 0.06% 98
2021
Q3 		$251K Buy
1,042
+1
+0.1% +$239 0.05% 117
2021
Q2 		$241K Hold
1,041
– – 0.04% 123
2021
Q1 		$233K Sell
1,041
-25
-2% -$5.35K 0.04% 122
2020
Q4 		$229K Buy
1,066
+25
+2% +$5.44K 0.04% 119
2020
Q3 		$228K Sell
1,041
-56
-5% -$11.5K 0.05% 110
2020
Q2 		$202K Buy
+1,097
New +$201K 0.05% 120
2020
Q1 		– Sell
-1,097
Closed -$217K – 124
2019
Q4 		$217K Buy
+1,097
New +$218K 0.05% 111

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Traphagen Investment Advisors's MCD Position: Q2 2026 in Review

Traphagen Investment Advisors increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,039 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #179.

Traphagen Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $520K in Q3 2024. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Traphagen Investment Advisors held 1,039 shares of McDonald's worth $281K as of Q2 2026.
  • Traphagen Investment Advisors bought 103 McDonald's shares in Q2 2026, an estimated $29.5K.
  • McDonald's made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Traphagen Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Traphagen Investment Advisors's McDonald's position peaked at $520K in Q3 2024.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.