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Triad Wealth Partners’s McDonald's MCD Stock Holding History

Triad Wealth Partners’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 		$1.1M Buy
4,143
+576
+16% +$165K 0.06% 192
2026
Q1 		$1.11M Buy
3,567
+84
+2% +$26.8K 0.09% 156
2025
Q4 		$1.06M Buy
3,483
+536
+18% +$164K 0.1% 149
2025
Q3 		$896K Buy
2,947
+899
+44% +$274K 0.12% 129
2025
Q2 		$598K Buy
2,048
+434
+27% +$134K 0.12% 131
2025
Q1 		$504K Buy
1,614
+645
+67% +$193K 0.16% 104
2024
Q4 		$281K Buy
+969
New +$289K 0.1% 144
2024
Q3 		– Sell
-600
Closed -$153K – 552
2024
Q2 		$153K Buy
+600
New +$159K 0.08% 109

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

Triad Wealth Partners's MCD Position: Q2 2026 in Review

Triad Wealth Partners increased its McDonald's (MCD) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 4,143 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #192.

Triad Wealth Partners first reported a position in MCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Triad Wealth Partners held 4,143 shares of McDonald's worth $1.1M as of Q2 2026.
  • Triad Wealth Partners bought 576 McDonald's shares in Q2 2026, an estimated $165K.
  • McDonald's made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • Triad Wealth Partners first reported a position in McDonald's in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's McDonald's position peaked at $1.11M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.