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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TritonPoint Wealth's MCD Position: Q1 2026 in Review

TritonPoint Wealth reduced its McDonald's (MCD) stake by 1.1% in Q1 2026, selling an estimated $32.8K and leaving 9,151 shares worth $2.84M. The position accounts for 0.3% of the portfolio, ranked #77.

TritonPoint Wealth first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

TritonPoint Wealth held 9,151 shares of McDonald's worth $2.84M as of Q1 2026.
TritonPoint Wealth sold 103 McDonald's shares in Q1 2026, an estimated $32.8K.
McDonald's made up 0.3% of TritonPoint Wealth's portfolio in Q1 2026, its #77 holding.
TritonPoint Wealth first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's McDonald's position peaked at $4.58M in Q4 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.