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NFP Retirement Inc’s McDonald's MCD Stock Holding History

NFP Retirement Inc’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 		$379K Sell
1,220
-537
-31% -$171K 0.02% 226
2025
Q4 		$537K Buy
1,757
+20
+1% +$6.13K 0.03% 190
2025
Q3 		$528K Buy
1,737
+25
+1% +$7.61K 0.03% 193
2025
Q2 		$500K Buy
1,712
+621
+57% +$191K 0.03% 203
2025
Q1 		$341K Buy
1,091
+12
+1% +$3.59K 0.03% 219
2024
Q4 		$313K Buy
1,079
+1
+0.1% +$298 0.02% 235
2024
Q3 		$328K Buy
1,078
+24
+2% +$6.62K 0.03% 223
2024
Q2 		$269K Buy
1,054
+109
+12% +$28.9K 0.02% 236
2024
Q1 		$267K Sell
945
-28
-3% -$8.14K 0.02% 238
2023
Q4 		$289K Buy
973
+54
+6% +$14.7K 0.05% 192
2023
Q3 		$242K Buy
919
+31
+3% +$8.84K 0.05% 203
2023
Q2 		$265K Sell
888
-51
-5% -$14.8K 0.05% 196
2023
Q1 		$263K Hold
939
– – 0.05% 201
2022
Q4 		$247K Sell
939
-44
-4% -$11.6K 0.05% 209
2022
Q3 		$227K Buy
983
+3
+0.3% +$767 0.06% 202
2022
Q2 		$242K Buy
980
+6
+0.6% +$1.48K 0.06% 201
2022
Q1 		$241K Buy
+974
New +$243K 0.06% 196

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

NFP Retirement Inc's MCD Position: Q1 2026 in Review

NFP Retirement Inc reduced its McDonald's (MCD) stake by 31% in Q1 2026, selling an estimated $171K and leaving 1,220 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #226.

NFP Retirement Inc first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. The position peaked at $537K in Q4 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • NFP Retirement Inc held 1,220 shares of McDonald's worth $379K as of Q1 2026.
  • NFP Retirement Inc sold 537 McDonald's shares in Q1 2026, an estimated $171K.
  • McDonald's made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #226 holding.
  • NFP Retirement Inc first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's McDonald's position peaked at $537K in Q4 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.