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Journey Retirement Planning & Investment Management’s McDonald's MCD Stock Holding History

Journey Retirement Planning & Investment Management’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 		$901K Buy
3,334
+28
+0.8% +$8.03K 0.7% 33
2026
Q1 		$1.03M Sell
3,306
-9,134
-73% -$2.91M 0.91% 24
2025
Q4 		$3.8M Buy
+12,440
New +$3.81M 0.78% 26

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

Journey Retirement Planning & Investment Management's MCD Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its McDonald's (MCD) stake by 0.85% in Q2 2026, buying an estimated $8.03K and bringing the position to 3,334 shares worth $901K. The position accounts for 0.7% of the portfolio, ranked #33.

Journey Retirement Planning & Investment Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.8M in Q4 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,334 shares of McDonald's worth $901K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
  • McDonald's made up 0.7% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #33 holding.
  • Journey Retirement Planning & Investment Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's McDonald's position peaked at $3.8M in Q4 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.