Optimist Retirement Group’s McDonald's MCD Stock Holding History

Optimist Retirement Group’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	$2.27M	Sell	7,299 -51	-0.7%	-$16.2K	1%	35
2025 Q4	$2.25M	Buy	7,350 +9	+0.1%	+$2.76K	1.03%	30
2025 Q3	$2.23M	Buy	7,341 +73	+1%	+$22.2K	1.01%	34
2025 Q2	$2.12M	Sell	7,268 -249	-3%	-$76.8K	1.02%	32
2025 Q1	$2.35M	Buy	7,517 +331	+5%	+$99K	1.18%	23
2024 Q4	$2.08M	Sell	7,186 -54	-0.7%	-$16.1K	0.99%	29
2024 Q3	$2.2M	Buy	7,240 +364	+5%	+$100K	1%	34
2024 Q2	$1.75M	Buy	6,876 +296	+4%	+$78.5K	0.92%	39
2024 Q1	$1.86M	Buy	6,580 +141	+2%	+$41K	0.95%	27
2023 Q4	$1.91M	Buy	+6,439	New	+$1.75M	1.24%	19

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

Optimist Retirement Group's MCD Position: Q1 2026 in Review

Optimist Retirement Group reduced its McDonald's (MCD) stake by 0.69% in Q1 2026, selling an estimated $16.2K and leaving 7,299 shares worth $2.27M. The position accounts for 1% of the portfolio, ranked #35.

Optimist Retirement Group first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q1 2025. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Optimist Retirement Group held 7,299 shares of McDonald's worth $2.27M as of Q1 2026.
Optimist Retirement Group sold 51 McDonald's shares in Q1 2026, an estimated $16.2K.
McDonald's made up 1% of Optimist Retirement Group's portfolio in Q1 2026, its #35 holding.
Optimist Retirement Group first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's McDonald's position peaked at $2.35M in Q1 2025.
3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.