Peterson Wealth Advisors’s McDonald's MCD Stock Holding History

Peterson Wealth Advisors’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 Q1	–	Sell	-822	Closed	-$251K	–	110
2025 Q4	$251K	Buy	+822	New	+$252K	0.03%	101

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Peterson Wealth Advisors's MCD Position: Q1 2026 in Review

Peterson Wealth Advisors sold out of McDonald's (MCD) in Q1 2026, closing a stake of 822 shares — an estimated $251K sold.

Peterson Wealth Advisors first reported a position in MCD in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Peterson Wealth Advisors reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
Peterson Wealth Advisors sold 822 McDonald's shares in Q1 2026, an estimated $251K.
Peterson Wealth Advisors first reported a position in McDonald's in Q4 2025 and held it in 1 quarter.
Peterson Wealth Advisors's McDonald's position peaked at $251K in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.