TriaGen Wealth Management
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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
Q3 		$354K Sell
1,534
-91
-6% -$24K 0.09% 154
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% -$9.9K 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% -$76.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TriaGen Wealth Management's MCD Position: Q3 2026 in Review

TriaGen Wealth Management reduced its McDonald's (MCD) stake by 5.6% in Q3 2026, selling an estimated $24K and leaving 1,534 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #154.

TriaGen Wealth Management first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.51M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • TriaGen Wealth Management held 1,534 shares of McDonald's worth $354K as of Q3 2026.
  • TriaGen Wealth Management sold 91 McDonald's shares in Q3 2026, an estimated $24K.
  • McDonald's made up 0.09% of TriaGen Wealth Management's portfolio in Q3 2026, its #154 holding.
  • TriaGen Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • TriaGen Wealth Management's McDonald's position peaked at $4.51M in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.