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Trifecta Capital Advisors’s McDonald's MCD Stock Holding History

Trifecta Capital Advisors’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 		$146K Hold
469
– – 0.02% 124
2025
Q4 		$143K Sell
469
-135
-22% -$41.3K 0.02% 121
2025
Q3 		$184K Buy
604
+226
+60% +$68.8K 0.03% 111
2025
Q2 		$110K Buy
378
+33
+10% +$10.2K 0.02% 139
2025
Q1 		$108K Sell
345
-77
-18% -$23K 0.02% 104
2024
Q4 		$122K Hold
422
– – 0.02% 100
2024
Q3 		$129K Hold
422
– – 0.03% 96
2024
Q2 		$108K Buy
422
+177
+72% +$47K 0.02% 103
2024
Q1 		$69.1K Hold
245
– – 0.02% 127
2023
Q4 		$72.6K Hold
245
– – 0.02% 121
2023
Q3 		$64.5K Hold
245
– – 0.02% 123
2023
Q2 		$73.1K Buy
245
+10
+4% +$2.9K 0.02% 120
2023
Q1 		$65.7K Hold
235
– – 0.02% 129
2022
Q4 		$61.9K Buy
+235
New +$62K 0.02% 120

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 $137B AUM 18.02% 1-Year Est. Return

Trifecta Capital Advisors's MCD Position: Q1 2026 in Review

Trifecta Capital Advisors held its McDonald's (MCD) position steady in Q1 2026 at 469 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #124.

Trifecta Capital Advisors first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $184K in Q3 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Trifecta Capital Advisors held 469 shares of McDonald's worth $146K as of Q1 2026.
  • Trifecta Capital Advisors left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up 0.02% of Trifecta Capital Advisors's portfolio in Q1 2026, its #124 holding.
  • Trifecta Capital Advisors first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's McDonald's position peaked at $184K in Q3 2025.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.