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TritonPoint Wealth’s McDonald's MCD Stock Holding History

TritonPoint Wealth’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 		$2.38M Sell
8,815
-336
-4% -$96.3K 0.23% 92
2026
Q1 		$2.84M Sell
9,151
-103
-1% -$32.8K 0.3% 77
2025
Q4 		$2.83M Sell
9,254
-1,155
-11% -$354K 0.29% 81
2025
Q3 		$3.16M Buy
10,409
+81
+0.8% +$24.7K 0.27% 90
2025
Q2 		$3.02M Sell
10,328
-4
-0% -$1.23K 0.28% 88
2025
Q1 		$3.23M Buy
10,332
+49
+0.5% +$14.7K 0.31% 85
2024
Q4 		$2.98M Sell
10,283
-58
-0.6% -$17.3K 0.27% 91
2024
Q3 		$3.14M Buy
10,341
+13
+0.1% +$3.58K 0.29% 89
2024
Q2 		$2.63M Sell
10,328
-275
-3% -$73K 0.25% 92
2024
Q1 		$3.15M Sell
10,603
-4,846
-31% -$1.41M 0.33% 76
2023
Q4 		$4.58M Buy
+15,449
New +$4.2M 0.45% 62

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 $3.37T AUM 44.26% 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

TritonPoint Wealth's MCD Position: Q2 2026 in Review

TritonPoint Wealth reduced its McDonald's (MCD) stake by 3.7% in Q2 2026, selling an estimated $96.3K and leaving 8,815 shares worth $2.38M. The position accounts for 0.23% of the portfolio, ranked #92.

TritonPoint Wealth first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q4 2023. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TritonPoint Wealth held 8,815 shares of McDonald's worth $2.38M as of Q2 2026.
  • TritonPoint Wealth sold 336 McDonald's shares in Q2 2026, an estimated $96.3K.
  • McDonald's made up 0.23% of TritonPoint Wealth's portfolio in Q2 2026, its #92 holding.
  • TritonPoint Wealth first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's McDonald's position peaked at $4.58M in Q4 2023.
  • 3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.