Trifecta Capital Advisors
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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
Q3 		$108K Sell
469
-3
-0.6% -$790 0.01% 140
2026
Q2 		$128K Buy
472
+3
+0.6% +$860 0.02% 137
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Trifecta Capital Advisors's MCD Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its McDonald's (MCD) stake by 0.64% in Q3 2026, selling an estimated $790 and leaving 469 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #140.

Trifecta Capital Advisors first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $184K in Q3 2025. 2,914 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Trifecta Capital Advisors held 469 shares of McDonald's worth $108K as of Q3 2026.
  • Trifecta Capital Advisors sold 3 McDonald's shares in Q3 2026, an estimated $790.
  • McDonald's made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #140 holding.
  • Trifecta Capital Advisors first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's McDonald's position peaked at $184K in Q3 2025.
  • 2,914 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.