TC
MCD icon

Trilogy Capital’s McDonald's MCD Stock Holding History

Trilogy Capital’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 		$683K Sell
2,527
-310
-11% -$88.9K 0.03% 238
2026
Q1 		$882K Buy
2,837
+142
+5% +$45.2K 0.04% 207
2025
Q4 		$824K Buy
2,695
+801
+42% +$245K 0.04% 203
2025
Q3 		$576K Sell
1,894
-17
-0.9% -$5.17K 0.03% 232
2025
Q2 		$558K Buy
1,911
+271
+17% +$83.5K 0.03% 222
2025
Q1 		$512K Sell
1,640
-57
-3% -$17K 0.03% 221
2024
Q4 		$492K Sell
1,697
-107
-6% -$31.9K 0.03% 227
2024
Q3 		$549K Buy
1,804
+179
+11% +$49.3K 0.03% 213
2024
Q2 		$414K Sell
1,625
-40
-2% -$10.6K 0.02% 230
2024
Q1 		$469K Buy
1,665
+953
+134% +$277K 0.03% 205
2023
Q4 		$211K Buy
+712
New +$194K 0.01% 263
2023
Q3 		– Sell
-952
Closed -$281K – 267
2023
Q2 		$281K Buy
952
+102
+12% +$29.6K 0.02% 242
2023
Q1 		$238K Buy
850
+16
+2% +$4.29K 0.02% 234
2022
Q4 		$220K Buy
+834
New +$220K 0.02% 237
2019
Q3 		– Sell
-1,066
Closed -$227K – 119
2019
Q2 		$227K Buy
+1,066
New +$211K 0.03% 107
2018
Q4 		– Sell
-114
Closed -$19K – 394
2018
Q3 		$19K Hold
114
– – ﹤0.01% 272
2018
Q2 		$18K Hold
114
– – ﹤0.01% 261
2018
Q1 		$18K Buy
+114
New +$18.8K ﹤0.01% 229

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

Trilogy Capital's MCD Position: Q2 2026 in Review

Trilogy Capital reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $88.9K and leaving 2,527 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #238.

Trilogy Capital first reported a position in MCD in Q1 2018 and has held it in 18 quarters since. The position peaked at $882K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Trilogy Capital held 2,527 shares of McDonald's worth $683K as of Q2 2026.
  • Trilogy Capital sold 310 McDonald's shares in Q2 2026, an estimated $88.9K.
  • McDonald's made up 0.03% of Trilogy Capital's portfolio in Q2 2026, its #238 holding.
  • Trilogy Capital first reported a position in McDonald's in Q1 2018 and has held it in 18 quarters since.
  • Trilogy Capital's McDonald's position peaked at $882K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.