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

Peak Retirement Planning’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 		$259K Buy
959
+160
+20% +$45.9K 0.04% 157
2026
Q1 		$248K Buy
799
+80
+11% +$25.5K 0.05% 134
2025
Q4 		$220K Sell
719
-150
-17% -$45.9K 0.05% 135
2025
Q3 		$264K Buy
+869
New +$264K 0.07% 115

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 Retirement Planning's MCD Position: Q2 2026 in Review

Peak Retirement Planning increased its McDonald's (MCD) stake by 20% in Q2 2026, buying an estimated $45.9K and bringing the position to 959 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #157.

Peak Retirement Planning first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q3 2025. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Peak Retirement Planning held 959 shares of McDonald's worth $259K as of Q2 2026.
  • Peak Retirement Planning bought 160 McDonald's shares in Q2 2026, an estimated $45.9K.
  • McDonald's made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #157 holding.
  • Peak Retirement Planning first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
  • Peak Retirement Planning's McDonald's position peaked at $264K in Q3 2025.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.