RPWA
MCD icon

Regent Peak Wealth Advisors’s McDonald's MCD Stock Holding History

Regent Peak 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
Q2 		$881K Sell
3,258
-359
-10% -$103K 0.16% 64
2026
Q1 		$1.12M Sell
3,617
-70
-2% -$22.3K 0.23% 53
2025
Q4 		$1.13M Buy
3,687
+2
+0.1% +$613 0.22% 52
2025
Q3 		$1.12M Buy
+3,685
New +$1.12M 0.22% 50
2025
Q1 		$1.43M Sell
4,585
-858
-16% -$257K 0.34% 41
2024
Q4 		$1.58M Sell
5,443
-4,929
-48% -$1.47M 0.35% 34
2024
Q3 		$3.16M Sell
10,372
-948
-8% -$261K 0.73% 26
2024
Q2 		$2.88M Buy
11,320
+433
+4% +$115K 0.66% 31
2024
Q1 		$3.07M Sell
10,887
-1,344
-11% -$391K 0.78% 28
2023
Q4 		$3.63M Buy
12,231
+1,691
+16% +$460K 0.98% 21
2023
Q3 		$2.78M Sell
10,540
-11
-0.1% -$3.14K 0.85% 23
2023
Q2 		$3.15M Sell
10,551
-1,067
-9% -$310K 0.92% 24
2023
Q1 		$3.25M Buy
11,618
+242
+2% +$64.8K 1.01% 20
2022
Q4 		$3M Buy
11,376
+442
+4% +$117K 0.98% 21
2022
Q3 		$2.52M Buy
10,934
+121
+1% +$30.9K 0.89% 24
2022
Q2 		$2.67M Buy
10,813
+35
+0.3% +$8.62K 0.87% 25
2022
Q1 		$2.67M Buy
10,778
+562
+6% +$140K 0.76% 24
2021
Q4 		$2.74M Sell
10,216
-715
-7% -$181K 0.74% 25
2021
Q3 		$2.64M Buy
10,931
+175
+2% +$41.8K 0.76% 23
2021
Q2 		$2.61M Buy
10,756
+1,277
+13% +$297K 0.73% 25
2021
Q1 		$2.12M Buy
9,479
+1,257
+15% +$269K 0.7% 29
2020
Q4 		$1.76M Buy
8,222
+151
+2% +$32.8K 0.59% 33
2020
Q3 		$1.77M Buy
8,071
+328
+4% +$67.3K 0.75% 27
2020
Q2 		$1.43M Sell
7,743
-155
-2% -$28.4K 0.65% 34
2020
Q1 		$1.31M Sell
7,898
-832
-10% -$164K 0.73% 28
2019
Q4 		$1.73M Buy
+8,730
New +$1.73M 0.79% 22

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Regent Peak Wealth Advisors's MCD Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its McDonald's (MCD) stake by 9.9% in Q2 2026, selling an estimated $103K and leaving 3,258 shares worth $881K. The position accounts for 0.16% of the portfolio, ranked #64.

Regent Peak Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.63M in Q4 2023. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Regent Peak Wealth Advisors held 3,258 shares of McDonald's worth $881K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 359 McDonald's shares in Q2 2026, an estimated $103K.
  • McDonald's made up 0.16% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Regent Peak Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's McDonald's position peaked at $3.63M in Q4 2023.
  • 715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.