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

Peterson 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
2026
Q2 		$84K Buy
311
+2
+0.6% +$573 0.04% 67
2026
Q1 		$96K Buy
+309
New +$98.4K 0.06% 56

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Peterson Wealth Management's MCD Position: Q2 2026 in Review

Peterson Wealth Management increased its McDonald's (MCD) stake by 0.65% in Q2 2026, buying an estimated $573 and bringing the position to 311 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #67.

Peterson Wealth Management first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $96K in Q1 2026. 1,517 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Peterson Wealth Management held 311 shares of McDonald's worth $84K as of Q2 2026.
  • Peterson Wealth Management bought 2 McDonald's shares in Q2 2026, an estimated $573.
  • McDonald's made up 0.04% of Peterson Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Peterson Wealth Management first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Peterson Wealth Management's McDonald's position peaked at $96K in Q1 2026.
  • 1,517 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.