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B.O.S.S. Retirement Advisors’s McDonald's MCD Stock Holding History

B.O.S.S. Retirement 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 		$326K Buy
1,206
+427
+55% +$122K 0.09% 120
2026
Q1 		$242K Sell
779
-50
-6% -$15.9K 0.07% 149
2025
Q4 		$253K Sell
829
-5
-0.6% -$1.53K 0.08% 149
2025
Q3 		$253K Buy
834
+48
+6% +$14.6K 0.06% 166
2025
Q2 		$230K Buy
786
+103
+15% +$31.8K 0.06% 175
2025
Q1 		$213K Buy
+683
New +$204K 0.06% 165
2024
Q4 		– Sell
-23,173
Closed -$7.06M – 258
2024
Q3 		$7.06M Buy
23,173
+2,496
+12% +$688K 1.42% 15
2024
Q2 		$5.27M Buy
20,677
+5,700
+38% +$1.51M 1.35% 13
2024
Q1 		$4.44M Sell
14,977
-1,055
-7% -$307K 1.7% 11
2023
Q4 		$4.75M Buy
16,032
+1,028
+7% +$280K 0.92% 22
2023
Q3 		$3.95M Buy
15,004
+492
+3% +$140K 0.85% 22
2023
Q2 		$4.33M Buy
14,512
+2,266
+19% +$658K 0.92% 17
2023
Q1 		$3.42M Buy
12,246
+6,013
+96% +$1.61M 0.8% 24
2022
Q4 		$1.64M Buy
+6,233
New +$1.64M 0.42% 100

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

B.O.S.S. Retirement Advisors's MCD Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its McDonald's (MCD) stake by 55% in Q2 2026, buying an estimated $122K and bringing the position to 1,206 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #120.

B.O.S.S. Retirement Advisors first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.06M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,206 shares of McDonald's worth $326K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 427 McDonald's shares in Q2 2026, an estimated $122K.
  • McDonald's made up 0.09% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #120 holding.
  • B.O.S.S. Retirement Advisors first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's McDonald's position peaked at $7.06M in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.