Triglav Skladi’s McDonald's MCD Stock Holding History

Triglav Skladi’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	$10.3M	Buy	33,252 +4,618	+16%	+$1.47M	0.72%	28
2025 Q4	$8.75M	Buy	28,634 +17,600	+160%	+$5.39M	0.55%	43
2025 Q3	$3.35M	Buy	11,034 +3,879	+54%	+$1.18M	0.22%	62
2025 Q2	$2.09M	Sell	7,155 -10,700	-60%	-$3.3M	0.15%	74
2025 Q1	$5.58M	Sell	17,855 -900	-5%	-$269K	0.47%	48
2024 Q4	$5.44M	Buy	+18,755	New	+$5.59M	0.43%	50

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Triglav Skladi's MCD Position: Q1 2026 in Review

Triglav Skladi increased its McDonald's (MCD) stake by 16% in Q1 2026, buying an estimated $1.47M and bringing the position to 33,252 shares worth $10.3M. The position accounts for 0.72% of the portfolio, ranked #28.

Triglav Skladi first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Triglav Skladi held 33,252 shares of McDonald's worth $10.3M as of Q1 2026.
Triglav Skladi bought 4,618 McDonald's shares in Q1 2026, an estimated $1.47M.
McDonald's made up 0.72% of Triglav Skladi's portfolio in Q1 2026, its #28 holding.
Triglav Skladi first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Triglav Skladi's 13F filing for Q1 2026, filed 4 May 2026.