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Trillium Asset Management’s McDonald's MCD Stock Holding History

Trillium Asset 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 		$345K Sell
1,276
-51
-4% -$14.6K 0.01% 205
2026
Q1 		$412K Buy
1,327
+1
+0.1% +$319 0.01% 196
2025
Q4 		$405K Sell
1,326
-12
-0.9% -$3.67K 0.01% 198
2025
Q3 		$407K Hold
1,338
– – 0.01% 197
2025
Q2 		$391K Buy
1,338
+115
+9% +$35.5K 0.01% 198
2025
Q1 		$382K Sell
1,223
-27
-2% -$8.08K 0.01% 198
2024
Q4 		$362K Buy
1,250
+7
+0.6% +$2.09K 0.01% 204
2024
Q3 		$379K Sell
1,243
-52
-4% -$14.3K 0.01% 206
2024
Q2 		$330K Hold
1,295
– – 0.01% 214
2024
Q1 		$365K Hold
1,295
– – 0.01% 212
2023
Q4 		$384K Hold
1,295
– – 0.01% 206
2023
Q3 		$341K Sell
1,295
-5
-0.4% -$1.43K 0.01% 206
2023
Q2 		$388K Sell
1,300
-230
-15% -$66.8K 0.01% 197
2023
Q1 		$452K Buy
1,530
+17
+1% +$4.55K 0.01% 190
2022
Q4 		$399K Sell
1,513
-30
-2% -$7.92K 0.01% 204
2022
Q3 		$356K Sell
1,543
-98
-6% -$25K 0.01% 201
2022
Q2 		$405K Buy
1,641
+200
+14% +$49.3K 0.01% 202
2022
Q1 		$356K Hold
1,441
– – 0.01% 224
2021
Q4 		$386K Sell
1,441
-90
-6% -$22.7K 0.01% 224
2021
Q3 		$369K Sell
1,531
-191
-11% -$45.6K 0.01% 217
2021
Q2 		$398K Sell
1,722
-383
-18% -$89.1K 0.01% 215
2021
Q1 		$472K Hold
2,105
– – 0.01% 208
2020
Q4 		$452K Hold
2,105
– – 0.02% 203
2020
Q3 		$462K Sell
2,105
-1,344
-39% -$276K 0.02% 193
2020
Q2 		$636K Hold
3,449
– – 0.03% 183
2020
Q1 		$570K Hold
3,449
– – 0.03% 189
2019
Q4 		$682K Buy
3,449
+422
+14% +$83.7K 0.03% 196
2019
Q3 		$650K Buy
3,027
+1,593
+111% +$342K 0.03% 200
2019
Q2 		$298K Sell
1,434
-234
-14% -$46.4K 0.01% 210
2019
Q1 		$317K Buy
+1,668
New +$303K 0.02% 214

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trillium Asset Management's MCD Position: Q2 2026 in Review

Trillium Asset Management reduced its McDonald's (MCD) stake by 3.8% in Q2 2026, selling an estimated $14.6K and leaving 1,276 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #205.

Trillium Asset Management first reported a position in MCD in Q1 2019 and has held it in 30 quarters since. The position peaked at $682K in Q4 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Trillium Asset Management held 1,276 shares of McDonald's worth $345K as of Q2 2026.
  • Trillium Asset Management sold 51 McDonald's shares in Q2 2026, an estimated $14.6K.
  • McDonald's made up 0.01% of Trillium Asset Management's portfolio in Q2 2026, its #205 holding.
  • Trillium Asset Management first reported a position in McDonald's in Q1 2019 and has held it in 30 quarters since.
  • Trillium Asset Management's McDonald's position peaked at $682K in Q4 2019.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.