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Peloton Wealth Strategists’s McDonald's MCD Stock Holding History

Peloton Wealth Strategists’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 		$1.44M Hold
5,335
– – 0.53% 55
2026
Q1 		$1.66M Hold
5,335
– – 0.67% 54
2025
Q4 		$1.63M Sell
5,335
-35
-0.7% -$10.7K 0.63% 58
2025
Q3 		$1.63M Buy
5,370
+35
+0.7% +$10.7K 0.64% 56
2025
Q2 		$1.56M Hold
5,335
– – 0.63% 59
2025
Q1 		$1.67M Sell
5,335
-75
-1% -$22.4K 0.7% 52
2024
Q4 		$1.57M Sell
5,410
-400
-7% -$119K 0.63% 56
2024
Q3 		$1.77M Buy
5,810
+42
+0.7% +$11.6K 0.7% 52
2024
Q2 		$1.47M Buy
5,768
+143
+3% +$37.9K 0.6% 55
2024
Q1 		$1.59M Hold
5,625
– – 0.64% 53
2023
Q4 		$1.67M Sell
5,625
-520
-8% -$142K 0.72% 50
2023
Q3 		$1.62M Sell
6,145
-1,540
-20% -$439K 0.75% 49
2023
Q2 		$2.29M Sell
7,685
-35
-0.5% -$10.2K 1.01% 42
2023
Q1 		$2.16M Hold
7,720
– – 0.99% 41
2022
Q4 		$2.03M Buy
7,720
+96
+1% +$25.3K 0.98% 42
2022
Q3 		$1.76M Buy
7,624
+48
+0.6% +$12.3K 0.92% 43
2022
Q2 		$1.87M Sell
7,576
-20
-0.3% -$4.93K 0.91% 47
2022
Q1 		$1.88M Buy
7,596
+320
+4% +$79.7K 0.78% 48
2021
Q4 		$1.95M Buy
7,276
+15
+0.2% +$3.79K 0.78% 47
2021
Q3 		$1.75M Buy
7,261
+3,530
+95% +$843K 0.72% 52
2021
Q2 		$862K Buy
3,731
+1,534
+70% +$357K 0.36% 62
2021
Q1 		$492K Buy
2,197
+50
+2% +$10.7K 0.23% 67
2020
Q4 		$461K Buy
2,147
+610
+40% +$133K 0.23% 68
2020
Q3 		$337K Buy
1,537
+142
+10% +$29.2K 0.19% 68
2020
Q2 		$257K Buy
+1,395
New +$256K 0.16% 69
2019
Q4 		– Sell
-1,010
Closed -$217K – 80
2019
Q3 		$217K Hold
1,010
– – 0.14% 68
2019
Q2 		$210K Buy
+1,010
New +$200K 0.14% 66

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

Peloton Wealth Strategists's MCD Position: Q2 2026 in Review

Peloton Wealth Strategists held its McDonald's (MCD) position steady in Q2 2026 at 5,335 shares worth $1.44M. The position accounts for 0.53% of the portfolio, ranked #55.

Peloton Wealth Strategists first reported a position in MCD in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Peloton Wealth Strategists held 5,335 shares of McDonald's worth $1.44M as of Q2 2026.
  • Peloton Wealth Strategists left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.53% of Peloton Wealth Strategists's portfolio in Q2 2026, its #55 holding.
  • Peloton Wealth Strategists first reported a position in McDonald's in Q2 2019 and has held it in 27 quarters since.
  • Peloton Wealth Strategists's McDonald's position peaked at $2.29M in Q2 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.