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Tripletail Wealth Management’s McDonald's MCD Stock Holding History

Tripletail Wealth 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 		$218K Hold
778
– – 0.25% 73
2026
Q1 		$239K Sell
778
-22
-3% -$7.01K 0.33% 63
2025
Q4 		$245K Sell
800
-57
-7% -$17.5K 0.31% 61
2025
Q3 		$253K Sell
857
-50
-6% -$15.2K 0.3% 55
2025
Q2 		$276K Buy
+907
New +$280K 0.39% 52

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 $3.38T AUM 44.17% 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

Tripletail Wealth Management's MCD Position: Q2 2026 in Review

Tripletail Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 778 shares worth $218K. The position accounts for 0.25% of the portfolio, ranked #73.

Tripletail Wealth Management first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $276K in Q2 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Tripletail Wealth Management held 778 shares of McDonald's worth $218K as of Q2 2026.
  • Tripletail Wealth Management left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.25% of Tripletail Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Tripletail Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
  • Tripletail Wealth Management's McDonald's position peaked at $276K in Q2 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.