Triad Wealth Partners
MCD icon

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
Q3 		$893K Sell
3,868
-275
-7% -$72.4K 0.05% 225
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Triad Wealth Partners's MCD Position: Q3 2026 in Review

Triad Wealth Partners reduced its McDonald's (MCD) stake by 6.6% in Q3 2026, selling an estimated $72.4K and leaving 3,868 shares worth $893K. The position accounts for 0.05% of the portfolio, ranked #225.

Triad Wealth Partners first reported a position in MCD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2026. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Triad Wealth Partners held 3,868 shares of McDonald's worth $893K as of Q3 2026.
  • Triad Wealth Partners sold 275 McDonald's shares in Q3 2026, an estimated $72.4K.
  • McDonald's made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #225 holding.
  • Triad Wealth Partners first reported a position in McDonald's in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's McDonald's position peaked at $1.11M in Q1 2026.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.