Peck Wealth Management’s McDonald's MCD Stock Holding History

Peck Wealth 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
2025 Q4	–	Sell	-200	Closed	-$60.8K	–	137
2025 Q3	$60.8K	Buy	+200	New	+$60.9K	0.06%	103

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Peck Wealth Management's MCD Position: Q4 2025 in Review

Peck Wealth Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 200 shares — an estimated $60.8K sold.

Peck Wealth Management first reported a position in MCD in Q3 2025 and held it in 1 quarter. The position peaked at $60.8K in Q3 2025. 3,577 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Peck Wealth Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Peck Wealth Management sold 200 McDonald's shares in Q4 2025, an estimated $60.8K.
Peck Wealth Management first reported a position in McDonald's in Q3 2025 and held it in 1 quarter.
Peck Wealth Management's McDonald's position peaked at $60.8K in Q3 2025.
3,577 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Peck Wealth Management's 13F filing for Q4 2025, filed 13 May 2026.