Peak Planning Group’s McDonald's MCD Stock Holding History

Peak Planning Group’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	–	Sell	-700	Closed	-$217K	–	129
2026 Q1	$217K	Sell	700 -36	-5%	-$11.5K	0.06%	113
2025 Q4	$225K	Sell	736 -17	-2%	-$5.21K	0.06%	112
2025 Q3	$229K	Sell	753 -1	-0.1%	-$304	0.12%	84
2025 Q2	$220K	Buy	754 +86	+13%	+$26.5K	0.14%	85
2025 Q1	$209K	Buy	+668	New	+$200K	0.09%	115

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Peak Planning Group's MCD Position: Q2 2026 in Review

Peak Planning Group sold out of McDonald's (MCD) in Q2 2026, closing a stake of 700 shares — an estimated $217K sold.

Peak Planning Group first reported a position in MCD in Q1 2025 and held it in 5 quarters. The position peaked at $229K in Q3 2025. 3,455 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Peak Planning Group reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Peak Planning Group sold 700 McDonald's shares in Q2 2026, an estimated $217K.
Peak Planning Group first reported a position in McDonald's in Q1 2025 and held it in 5 quarters.
Peak Planning Group's McDonald's position peaked at $229K in Q3 2025.
3,455 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.