Twin Peaks Wealth Advisors’s McDonald's MCD Stock Holding History

Twin Peaks 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	$308K	Sell	1,140 -100	-8%	-$28.7K	0.07%	162
2026 Q1	$385K	Buy	1,240 +23	+2%	+$7.33K	0.1%	121
2025 Q4	$396K	Buy	1,217 +52	+4%	+$15.9K	0.12%	119
2025 Q3	$354K	Sell	1,165 -13	-1%	-$3.96K	0.12%	120
2025 Q2	$355K	Buy	1,178 +173	+17%	+$53.3K	0.12%	115
2025 Q1	$314K	Sell	1,005 -128	-11%	-$38.3K	0.14%	110
2024 Q4	$328K	Buy	1,133 +13	+1%	+$3.88K	0.14%	105
2024 Q3	$341K	Buy	1,120 +79	+8%	+$21.8K	0.16%	97
2024 Q2	$265K	Sell	1,041 -102	-9%	-$27.1K	0.13%	108
2024 Q1	$322K	Sell	1,143 -268	-19%	-$77.9K	0.18%	97
2023 Q4	$418K	Buy	+1,411	New	+$384K	0.27%	71

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's MCD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its McDonald's (MCD) stake by 8.1% in Q2 2026, selling an estimated $28.7K and leaving 1,140 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #162.

Twin Peaks Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $418K in Q4 2023. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Twin Peaks Wealth Advisors held 1,140 shares of McDonald's worth $308K as of Q2 2026.
Twin Peaks Wealth Advisors sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
McDonald's made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Twin Peaks Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's McDonald's position peaked at $418K in Q4 2023.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.