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

Peterson Wealth Services’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
Q3 		$37.8K Sell
164
-12,088
-99% -$3.18M 0.01% 158
2026
Q2 		$3.31M Sell
12,252
-226
-2% -$64.8K 0.72% 42
2026
Q1 		$3.88M Buy
12,478
+699
+6% +$223K 0.96% 29
2025
Q4 		$3.6M Buy
11,779
+11,432
+3,295% +$3.5M 0.92% 29
2025
Q3 		$3.6M Sell
347
-11,199
-97% -$3.41M 0.89% 30
2025
Q2 		$3.37M Buy
+11,546
New +$3.56M 0.92% 31

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Peterson Wealth Services's MCD Position: Q3 2026 in Review

Peterson Wealth Services reduced its McDonald's (MCD) stake by 99% in Q3 2026, selling an estimated $3.18M and leaving 164 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #158.

Peterson Wealth Services first reported a position in MCD in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.88M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Peterson Wealth Services held 164 shares of McDonald's worth $37.8K as of Q3 2026.
  • Peterson Wealth Services sold 12,088 McDonald's shares in Q3 2026, an estimated $3.18M.
  • McDonald's made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #158 holding.
  • Peterson Wealth Services first reported a position in McDonald's in Q2 2025 and has held it in 6 quarters since.
  • Peterson Wealth Services's McDonald's position peaked at $3.88M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.