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 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 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

Trifecta Capital Advisors's MCD Position: Q2 2026 in Review

Trifecta Capital Advisors increased its McDonald's (MCD) stake by 0.64% in Q2 2026, buying an estimated $860 and bringing the position to 472 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #137.

Trifecta Capital Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $184K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Trifecta Capital Advisors held 472 shares of McDonald's worth $128K as of Q2 2026.
Trifecta Capital Advisors bought 3 McDonald's shares in Q2 2026, an estimated $860.
McDonald's made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #137 holding.
Trifecta Capital Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's McDonald's position peaked at $184K in Q3 2025.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.