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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
Q2 		$1.98M Buy
7,335
+36
+0.5% +$10.3K 0.77% 41
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
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 $3.38T AUM 44.17% 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

Optimist Retirement Group's MCD Position: Q2 2026 in Review

Optimist Retirement Group increased its McDonald's (MCD) stake by 0.49% in Q2 2026, buying an estimated $10.3K and bringing the position to 7,335 shares worth $1.98M. The position accounts for 0.77% of the portfolio, ranked #41.

Optimist Retirement Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Optimist Retirement Group held 7,335 shares of McDonald's worth $1.98M as of Q2 2026.
  • Optimist Retirement Group bought 36 McDonald's shares in Q2 2026, an estimated $10.3K.
  • McDonald's made up 0.77% of Optimist Retirement Group's portfolio in Q2 2026, its #41 holding.
  • Optimist Retirement Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Optimist Retirement Group's McDonald's position peaked at $2.35M in Q1 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.