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SteelPeak Wealth’s McDonald's MCD Stock Holding History

SteelPeak Wealth’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 		$8.77M Sell
32,439
-3,625
-10% -$1.04M 0.23% 91
2026
Q1 		$11.2M Buy
36,064
+11,058
+44% +$3.52M 0.34% 74
2025
Q4 		$7.64M Sell
25,006
-3,882
-13% -$1.19M 0.25% 80
2025
Q3 		$8.78M Buy
28,888
+3,725
+15% +$1.13M 0.29% 79
2025
Q2 		$7.35M Sell
25,163
-1,790
-7% -$552K 0.28% 79
2025
Q1 		$8.42M Buy
26,953
+2,637
+11% +$789K 0.35% 68
2024
Q4 		$7.05M Sell
24,316
-1,446
-6% -$431K 0.29% 76
2024
Q3 		$7.84M Buy
25,762
+17,836
+225% +$4.92M 0.34% 64
2024
Q2 		$2.02M Sell
7,926
-232
-3% -$61.5K 0.09% 162
2024
Q1 		$2.3M Buy
8,158
+2,341
+40% +$681K 0.12% 140
2023
Q4 		$1.72M Sell
5,817
-165
-3% -$44.9K 0.1% 163
2023
Q3 		$1.58M Sell
5,982
-25,873
-81% -$7.38M 0.1% 150
2023
Q2 		$9.51M Buy
31,855
+26,657
+513% +$7.74M 0.56% 48
2023
Q1 		$1.45M Buy
5,198
+311
+6% +$83.3K 0.1% 138
2022
Q4 		$1.29M Sell
4,887
-6,187
-56% -$1.63M 0.09% 156
2022
Q3 		$2.56M Buy
11,074
+6,006
+119% +$1.54M 0.19% 95
2022
Q2 		$1.25M Sell
5,068
-1,368
-21% -$337K 0.09% 151
2022
Q1 		$1.59M Sell
6,436
-14,872
-70% -$3.7M 0.09% 140
2021
Q4 		$5.71M Buy
21,308
+15,702
+280% +$3.96M 0.32% 68
2021
Q3 		$1.35M Buy
5,606
+919
+20% +$219K 0.09% 134
2021
Q2 		$1.08M Buy
4,687
+956
+26% +$222K 0.08% 175
2021
Q1 		$836K Sell
3,731
-13,865
-79% -$2.97M 0.07% 178
2020
Q4 		$3.78M Buy
17,596
+11,866
+207% +$2.58M 0.34% 65
2020
Q3 		$1.26M Sell
5,730
-2,711
-32% -$557K 0.14% 113
2020
Q2 		$1.56M Sell
8,441
-15,315
-64% -$2.81M 0.2% 91
2020
Q1 		$3.93M Buy
23,756
+5,491
+30% +$1.08M 0.62% 48
2019
Q4 		$3.61M Buy
+18,265
New +$3.62M 0.5% 54

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

SteelPeak Wealth's MCD Position: Q2 2026 in Review

SteelPeak Wealth reduced its McDonald's (MCD) stake by 10% in Q2 2026, selling an estimated $1.04M and leaving 32,439 shares worth $8.77M. The position accounts for 0.23% of the portfolio, ranked #91.

SteelPeak Wealth first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.2M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SteelPeak Wealth held 32,439 shares of McDonald's worth $8.77M as of Q2 2026.
  • SteelPeak Wealth sold 3,625 McDonald's shares in Q2 2026, an estimated $1.04M.
  • McDonald's made up 0.23% of SteelPeak Wealth's portfolio in Q2 2026, its #91 holding.
  • SteelPeak Wealth first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's McDonald's position peaked at $11.2M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.