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Peak Asset Management’s McDonald's MCD Stock Holding History

Peak Asset 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 		$442K Buy
1,637
+400
+32% +$115K 0.07% 126
2026
Q1 		$384K Sell
1,237
-47
-4% -$15K 0.07% 110
2025
Q4 		$392K Buy
1,284
+15
+1% +$4.59K 0.07% 109
2025
Q3 		$386K Hold
1,269
– – 0.07% 108
2025
Q2 		$371K Sell
1,269
-15
-1% -$4.62K 0.07% 109
2025
Q1 		$401K Buy
1,284
+31
+2% +$9.27K 0.08% 104
2024
Q4 		$363K Sell
1,253
-34
-3% -$10.1K 0.07% 114
2024
Q3 		$392K Hold
1,287
– – 0.07% 113
2024
Q2 		$328K Hold
1,287
– – 0.06% 116
2024
Q1 		$363K Sell
1,287
-17
-1% -$4.94K 0.07% 114
2023
Q4 		$387K Sell
1,304
-33
-2% -$8.98K 0.09% 102
2023
Q3 		$352K Sell
1,337
-35
-3% -$9.98K 0.09% 103
2023
Q2 		$409K Sell
1,372
-44
-3% -$12.8K 0.09% 99
2023
Q1 		$396K Buy
1,416
+490
+53% +$131K 0.1% 102
2022
Q4 		$244K Hold
926
– – 0.06% 128
2022
Q3 		$214K Buy
926
+44
+5% +$11.2K 0.06% 127
2022
Q2 		$218K Hold
882
– – 0.06% 127
2022
Q1 		$218K Sell
882
-47
-5% -$11.7K 0.05% 129
2021
Q4 		$249K Buy
+929
New +$235K 0.06% 125
2021
Q3 		– Sell
-1,003
Closed -$232K – 140
2021
Q2 		$232K Hold
1,003
– – 0.06% 128
2021
Q1 		$225K Hold
1,003
– – 0.05% 137
2020
Q4 		$215K Sell
1,003
-26
-3% -$5.65K 0.06% 137
2020
Q3 		$226K Buy
+1,029
New +$211K 0.07% 122

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

Peak Asset Management's MCD Position: Q2 2026 in Review

Peak Asset Management increased its McDonald's (MCD) stake by 32% in Q2 2026, buying an estimated $115K and bringing the position to 1,637 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #126.

Peak Asset Management first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Peak Asset Management held 1,637 shares of McDonald's worth $442K as of Q2 2026.
  • Peak Asset Management bought 400 McDonald's shares in Q2 2026, an estimated $115K.
  • McDonald's made up 0.07% of Peak Asset Management's portfolio in Q2 2026, its #126 holding.
  • Peak Asset Management first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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