Triasima Portfolio Management’s McDonald's MCD Stock Holding History

Triasima Portfolio 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	-1,617	Closed	-$503K	–	140
2026 Q1	$503K	Buy	+1,617	New	+$515K	0.08%	118
2024 Q1	–	Sell	-752	Closed	-$223K	–	143
2023 Q4	$223K	Sell	752 -90	-11%	-$24.5K	0.02%	126
2023 Q3	$222K	Buy	+842	New	+$240K	0.02%	124

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Triasima Portfolio Management's MCD Position: Q2 2026 in Review

Triasima Portfolio Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,617 shares — an estimated $503K sold.

Triasima Portfolio Management first reported a position in MCD in Q3 2023 and held it in 3 quarters. The position peaked at $503K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Triasima Portfolio Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Triasima Portfolio Management sold 1,617 McDonald's shares in Q2 2026, an estimated $503K.
Triasima Portfolio Management first reported a position in McDonald's in Q3 2023 and held it in 3 quarters.
Triasima Portfolio Management's McDonald's position peaked at $503K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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