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

Triton 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 Q3	–	Sell	-745	Closed	-$207K	–	143
2026 Q2	$207K	Hold	745	–	–	0.06%	122
2026 Q1	$228K	Hold	745	–	–	0.08%	111
2025 Q4	$239K	Sell	745 -3	-0.4%	-$919	0.09%	105
2025 Q3	$224K	Buy	748 +4	+0.5%	+$1.22K	0.09%	106
2025 Q2	$219K	Buy	+744	New	+$229K	0.09%	99
2024 Q4	$217K	Buy	740 +20	+3%	+$5.96K	0.11%	88
2024 Q3	$219K	Buy	+720	New	+$198K	0.12%	82
2024 Q1	–	Sell	-720	Closed	-$211K	–	80
2023 Q4	$211K	Buy	+720	New	+$196K	0.14%	66
2023 Q3	–	Sell	-960	Closed	-$279K	–	83
2023 Q2	$279K	Hold	960	–	–	0.16%	64
2023 Q1	$276K	Buy	+960	New	+$257K	0.17%	57

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Triton Wealth Management's MCD Position: Q3 2026 in Review

Triton Wealth Management sold out of McDonald's (MCD) in Q3 2026, closing a stake of 745 shares — an estimated $207K sold.

Triton Wealth Management first reported a position in MCD in Q1 2023 and held it in 10 quarters. The position peaked at $279K in Q2 2023. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Triton Wealth Management reported no remaining McDonald's position as of Q3 2026 after selling out during the quarter.
Triton Wealth Management sold 745 McDonald's shares in Q3 2026, an estimated $207K.
Triton Wealth Management first reported a position in McDonald's in Q1 2023 and held it in 10 quarters.
Triton Wealth Management's McDonald's position peaked at $279K in Q2 2023.
2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Triton Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.