Trinity Legacy Partners’s McDonald's MCD Stock Holding History

Trinity Legacy Partners’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	$2.84M	Buy	10,396 +1,363	+15%	+$391K	0.57%	58
2026 Q1	$2.74M	Buy	9,033 +387	+4%	+$123K	0.59%	58
2025 Q4	$2.64M	Buy	8,646 +249	+3%	+$76.3K	0.61%	60
2025 Q3	$2.51M	Buy	8,397 +133	+2%	+$40.5K	0.58%	61
2025 Q2	$2.47M	Buy	+8,264	New	+$2.55M	0.6%	59
2023 Q3	–	Sell	-760	Closed	-$227K	–	106
2023 Q2	$227K	Sell	760 -193	-20%	-$56.1K	0.08%	77
2023 Q1	$266K	Buy	+953	New	+$255K	0.1%	69

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

Trinity Legacy Partners's MCD Position: Q2 2026 in Review

Trinity Legacy Partners increased its McDonald's (MCD) stake by 15% in Q2 2026, buying an estimated $391K and bringing the position to 10,396 shares worth $2.84M. The position accounts for 0.57% of the portfolio, ranked #58.

Trinity Legacy Partners first reported a position in MCD in Q1 2023 and has held it in 7 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Trinity Legacy Partners held 10,396 shares of McDonald's worth $2.84M as of Q2 2026.
Trinity Legacy Partners bought 1,363 McDonald's shares in Q2 2026, an estimated $391K.
McDonald's made up 0.57% of Trinity Legacy Partners's portfolio in Q2 2026, its #58 holding.
Trinity Legacy Partners first reported a position in McDonald's in Q1 2023 and has held it in 7 quarters since.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.