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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Twin Peaks Wealth Advisors's MCD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its McDonald's (MCD) stake by 1.9% in Q1 2026, buying an estimated $7.33K and bringing the position to 1,240 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #121.

Twin Peaks Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $418K in Q4 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Twin Peaks Wealth Advisors held 1,240 shares of McDonald's worth $385K as of Q1 2026.
Twin Peaks Wealth Advisors bought 23 McDonald's shares in Q1 2026, an estimated $7.33K.
McDonald's made up 0.1% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #121 holding.
Twin Peaks Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's McDonald's position peaked at $418K in Q4 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.