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TriaGen Wealth Management’s McDonald's MCD Stock Holding History

TriaGen Wealth Management’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 		$439K Sell
1,625
-6,231
-79% -$1.79M 0.11% 136
2026
Q1 		$2.44M Sell
7,856
-6,496
-45% -$2.07M 0.67% 34
2025
Q4 		$4.39M Sell
14,352
-75
-0.5% -$23K 1.13% 15
2025
Q3 		$4.38M Sell
14,427
-170
-1% -$51.7K 1.14% 14
2025
Q2 		$4.26M Buy
14,597
+153
+1% +$47.2K 1.29% 16
2025
Q1 		$4.51M Buy
14,444
+12,942
+862% +$3.87M 1.59% 11
2024
Q4 		$435K Sell
1,502
-320
-18% -$95.4K 0.15% 112
2024
Q3 		$555K Hold
1,822
– – 0.19% 103
2024
Q2 		$464K Hold
1,822
– – 0.18% 105
2024
Q1 		$514K Sell
1,822
-34
-2% -$9.89K 0.21% 95
2023
Q4 		$550K Sell
1,856
-4,976
-73% -$1.35M 0.26% 85
2023
Q3 		$1.8M Sell
6,832
-36
-0.5% -$10.3K 0.92% 38
2023
Q2 		$2.05M Sell
6,868
-5,014
-42% -$1.46M 0.94% 27
2023
Q1 		$3.32M Buy
11,882
+10,015
+536% +$2.68M 1.67% 12
2022
Q4 		$492K Sell
1,867
-40
-2% -$10.6K 0.27% 93
2022
Q3 		$440K Hold
1,907
– – 0.24% 97
2022
Q2 		$471K Buy
1,907
+10
+0.5% +$2.46K 0.33% 77
2022
Q1 		$469K Sell
1,897
-303
-14% -$75.5K 0.24% 107
2021
Q4 		$590K Sell
2,200
-302
-12% -$76.3K 0.29% 89
2021
Q3 		$603K Hold
2,502
– – 0.33% 88
2021
Q2 		$607K Buy
2,502
+580
+30% +$135K 0.31% 92
2021
Q1 		$431K Hold
1,922
– – 0.25% 101
2020
Q4 		$412K Buy
+1,922
New +$418K 0.24% 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

TriaGen Wealth Management's MCD Position: Q2 2026 in Review

TriaGen Wealth Management reduced its McDonald's (MCD) stake by 79% in Q2 2026, selling an estimated $1.79M and leaving 1,625 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #136.

TriaGen Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.51M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TriaGen Wealth Management held 1,625 shares of McDonald's worth $439K as of Q2 2026.
  • TriaGen Wealth Management sold 6,231 McDonald's shares in Q2 2026, an estimated $1.79M.
  • McDonald's made up 0.11% of TriaGen Wealth Management's portfolio in Q2 2026, its #136 holding.
  • TriaGen Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's McDonald's position peaked at $4.51M in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.