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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
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 $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

Tripletail Wealth Management's MCD Position: Q1 2026 in Review

Tripletail Wealth Management reduced its McDonald's (MCD) stake by 2.8% in Q1 2026, selling an estimated $7.01K and leaving 778 shares worth $239K. The position accounts for 0.33% of the portfolio, ranked #63.

Tripletail Wealth Management first reported a position in MCD in Q2 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Tripletail Wealth Management held 778 shares of McDonald's worth $239K as of Q1 2026.
  • Tripletail Wealth Management sold 22 McDonald's shares in Q1 2026, an estimated $7.01K.
  • McDonald's made up 0.33% of Tripletail Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Tripletail Wealth Management first reported a position in McDonald's in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's McDonald's position peaked at $276K in Q2 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.