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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Triad Wealth Partners's MCD Position: Q1 2026 in Review

Triad Wealth Partners increased its McDonald's (MCD) stake by 2.4% in Q1 2026, buying an estimated $26.8K and bringing the position to 3,567 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #156.

Triad Wealth Partners first reported a position in MCD in Q2 2024 and has held it in 7 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Triad Wealth Partners held 3,567 shares of McDonald's worth $1.11M as of Q1 2026.
  • Triad Wealth Partners bought 84 McDonald's shares in Q1 2026, an estimated $26.8K.
  • McDonald's made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #156 holding.
  • Triad Wealth Partners first reported a position in McDonald's in Q2 2024 and has held it in 7 quarters since.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.