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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
2025
Q2 		– Hold
0
– -$312K – 628
2025
Q1 		– Hold
0
– – – 409
2024
Q4 		– Hold
0
– – – 349

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 1,694 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.
  • 1,694 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.