Triangle Securities Wealth Management’s McDonald's MCD Stock Holding History

Triangle Securities 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	–	Sell	-2,503	Closed	-$778K	–	218
2026 Q1	$778K	Buy	2,503 +283	+13%	+$90.2K	0.18%	122
2025 Q4	$678K	Sell	2,220 -160	-7%	-$49K	0.14%	138
2025 Q3	$723K	Buy	2,380 +983	+70%	+$299K	0.16%	132
2025 Q2	$408K	Sell	1,397 -2,230	-61%	-$687K	0.1%	162
2025 Q1	$1.13M	Sell	3,627 -156	-4%	-$46.7K	0.29%	91
2024 Q4	$1.1M	Sell	3,783 -110	-3%	-$32.8K	0.28%	91
2024 Q3	$1.19M	Sell	3,893 -300	-7%	-$82.7K	0.31%	83
2024 Q2	$1.07M	Buy	4,193 +554	+15%	+$147K	0.3%	88
2024 Q1	$1.03M	Sell	3,639 -25	-0.7%	-$7.27K	0.29%	99
2023 Q4	$1.09M	Buy	3,664 +8	+0.2%	+$2.18K	0.34%	88
2023 Q3	$963K	Buy	3,656 +79	+2%	+$22.5K	0.34%	80
2023 Q2	$1.07M	Sell	3,577 -40	-1%	-$11.6K	0.37%	79
2023 Q1	$1.01M	Sell	3,617 -435	-11%	-$117K	0.36%	84
2022 Q4	$1.07M	Buy	4,052 +81	+2%	+$21.4K	0.39%	75
2022 Q3	$916K	Sell	3,971 -69	-2%	-$17.6K	0.37%	78
2022 Q2	$997K	Buy	4,040 +58	+1%	+$14.3K	0.39%	75
2022 Q1	$985K	Sell	3,982 -340	-8%	-$84.7K	0.33%	88
2021 Q4	$1.16M	Buy	4,322 +42	+1%	+$10.6K	0.36%	88
2021 Q3	$1.03M	Sell	4,280 -13	-0.3%	-$3.1K	0.35%	87
2021 Q2	$992K	Sell	4,293 -62	-1%	-$14.4K	0.34%	91
2021 Q1	$976K	Buy	4,355 +170	+4%	+$36.4K	0.35%	90
2020 Q4	$898K	Sell	4,185 -110	-3%	-$23.9K	0.36%	90
2020 Q3	$943K	Sell	4,295 -30	-0.7%	-$6.16K	0.43%	74
2020 Q2	$798K	Buy	4,325 +716	+20%	+$131K	0.38%	83
2020 Q1	$597K	Buy	3,609 +255	+8%	+$50.2K	0.34%	89
2019 Q4	$663K	Sell	3,354 -20	-0.6%	-$3.97K	0.29%	94
2019 Q3	$724K	Sell	3,374 -18	-0.5%	-$3.86K	0.35%	85
2019 Q2	$720K	Sell	3,392 -302	-8%	-$59.8K	0.37%	79
2019 Q1	$701K	Sell	3,694 -155	-4%	-$28.1K	0.37%	80
2018 Q4	$683K	Buy	3,849 +113	+3%	+$20K	0.4%	76
2018 Q3	$625K	Buy	3,736 +148	+4%	+$23.7K	0.33%	85
2018 Q2	$562K	Sell	3,588 -177	-5%	-$28.7K	0.31%	89
2018 Q1	$589K	Buy	3,765 +327	+10%	+$53.8K	0.34%	84
2017 Q4	$592K	Hold	3,438	–	–	0.34%	86
2017 Q3	$539K	Sell	3,438 -35	-1%	-$5.49K	0.32%	82
2017 Q2	$532K	Sell	3,473 -175	-5%	-$25.3K	0.35%	83
2017 Q1	$473K	Sell	3,648 -215	-6%	-$27K	0.3%	87
2016 Q4	$470K	Buy	3,863 +800	+26%	+$93.8K	0.31%	79
2016 Q3	$353K	Hold	3,063	–	–	0.24%	97
2016 Q2	$369K	Sell	3,063 -340	-10%	-$42.6K	0.28%	90
2016 Q1	$428K	Hold	3,403	–	–	0.28%	90
2015 Q4	$402K	Hold	3,403	–	–	0.27%	86
2015 Q3	$335K	Hold	3,403	–	–	0.25%	100
2015 Q2	$324K	Hold	3,403	–	–	0.23%	106
2015 Q1	$332K	Hold	3,403	–	–	0.23%	104
2014 Q4	$319K	Sell	3,403 -50	-1%	-$4.68K	0.23%	100
2014 Q3	$327K	Hold	3,453	–	–	0.25%	93
2014 Q2	$348K	Buy	3,453 +300	+10%	+$30.3K	0.27%	96
2014 Q1	$314K	Sell	3,153 -300	-9%	-$28.7K	0.28%	93
2013 Q4	$335K	Hold	3,453	–	–	0.27%	95
2013 Q3	$332K	Sell	3,453 -206	-6%	-$20.1K	0.29%	92
2013 Q2	$362K	Buy	+3,659	New	+$366K	0.27%	90

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Triangle Securities Wealth Management's MCD Position: Q2 2026 in Review

Triangle Securities Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 2,503 shares — an estimated $778K sold.

Triangle Securities Wealth Management first reported a position in MCD in Q2 2013 and held it in 52 quarters. The position peaked at $1.19M in Q3 2024. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Triangle Securities Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Triangle Securities Wealth Management sold 2,503 McDonald's shares in Q2 2026, an estimated $778K.
Triangle Securities Wealth Management first reported a position in McDonald's in Q2 2013 and held it in 52 quarters.
Triangle Securities Wealth Management's McDonald's position peaked at $1.19M in Q3 2024.
710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.