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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Trinity Legacy Partners's MCD Position: Q1 2026 in Review

Trinity Legacy Partners increased its McDonald's (MCD) stake by 4.5% in Q1 2026, buying an estimated $123K and bringing the position to 9,033 shares worth $2.74M. The position accounts for 0.59% of the portfolio, ranked #58.

Trinity Legacy Partners first reported a position in MCD in Q1 2023 and has held it in 6 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Trinity Legacy Partners held 9,033 shares of McDonald's worth $2.74M as of Q1 2026.
  • Trinity Legacy Partners bought 387 McDonald's shares in Q1 2026, an estimated $123K.
  • McDonald's made up 0.59% of Trinity Legacy Partners's portfolio in Q1 2026, its #58 holding.
  • Trinity Legacy Partners first reported a position in McDonald's in Q1 2023 and has held it in 6 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.