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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
Q2 		$333K Buy
1,231
+11
+0.9% +$3.15K 0.02% 250
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 $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

NFP Retirement Inc's MCD Position: Q2 2026 in Review

NFP Retirement Inc increased its McDonald's (MCD) stake by 0.9% in Q2 2026, buying an estimated $3.15K and bringing the position to 1,231 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #250.

NFP Retirement Inc first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $537K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • NFP Retirement Inc held 1,231 shares of McDonald's worth $333K as of Q2 2026.
  • NFP Retirement Inc bought 11 McDonald's shares in Q2 2026, an estimated $3.15K.
  • McDonald's made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #250 holding.
  • NFP Retirement Inc first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's McDonald's position peaked at $537K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.